2,298 hedge funds and large institutions have $117B invested in Eaton in 2025 Q2 according to their latest regulatory filings, with 289 funds opening new positions, 935 increasing their positions, 760 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

23% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 760

6% more funds holding

Funds holding: 2,1662,298 (+132)

1.59% more ownership

Funds ownership: 81.99%83.58% (+1.6%)

Holders
2,298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.1B
Puts
$1.41B
Net Calls
Net Calls Change

Top Buyers

1 +$693M
2 +$463M
3 +$292M
4
Goldman Sachs
Goldman Sachs
New York
+$273M
5
Morgan Stanley
Morgan Stanley
New York
+$271M

Top Sellers

1 -$513M
2 -$317M
3 -$292M
4
UBS Group
UBS Group
Switzerland
-$247M
5
Jane Street
Jane Street
New York
-$230M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
2051
Operose Advisors
Wisconsin
$203K
BC
2052
Barrett & Company
Rhode Island
$203K
SMA
2053
Seven Mile Advisory
New Jersey
$203K
PCM
2054
Princeton Capital Management
New Jersey
$202K
HBWM
2055
Hollow Brook Wealth Management
New York
$202K
CWM
2056
Centric Wealth Management
Illinois
$201K
EAM
2057
Empirical Asset Management
Massachusetts
$201K
SNWA
2058
Siligmueller & Norvid Wealth Advisors
Illinois
$200K
MWP
2059
Meredith Wealth Planning
Illinois
$200K
HBW
2060
Hazlett, Burt & Watson
West Virginia
$200K
WTFG
2061
Wood Tarver Financial Group
Idaho
$200K
DCBT
2062
Dakota Community Bank & Trust
North Dakota
$200K
AW
2063
Avion Wealth
Texas
$198K
LWCFA
2064
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$193K
PAM
2065
Parvin Asset Management
South Dakota
$189K
PWA
2066
Provenance Wealth Advisors
Florida
$187K
PSB
2067
Piscataqua Savings Bank
New Hampshire
$184K
BA
2068
Bellwether Advisors
Nebraska
$183K
SIS
2069
Sound Income Strategies
Florida
$182K
AWM
2070
Atticus Wealth Management
Florida
$174K
CT
2071
Clearstead Trust
Maine
$174K
GG
2072
Gleason Group
Kentucky
$170K
PWMG
2073
Private Wealth Management Group
New Jersey
$170K
TFIPS
2074
Towarzystwo Funduszy Inwestycyjnych PZU SA
$168K
TC
2075
Truvestments Capital
Florida
$164K