2,283 hedge funds and large institutions have $117B invested in Eaton in 2025 Q2 according to their latest regulatory filings, with 287 funds opening new positions, 932 increasing their positions, 754 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,283
Holders Change
+121
Holders Change %
+5.6%
% of All Funds
30.6%
Holding in Top 10
61
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+96.77%
% of All Funds
0.82%
New
287
Increased
932
Reduced
754
Closed
124
Calls
$3.1B
Puts
$1.41B
Net Calls
+$1.69B
Net Calls Change
+$939M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
2076
Westside Investment Management
California
$133K +$52.7K +148 +66%
CAM
2077
Costello Asset Management
Pennsylvania
$132K
BL
2078
BFSG LLC
California
$129K
CWM
2079
Cranbrook Wealth Management
Michigan
$127K +$25.3K +71 +25%
SCA
2080
Stuart Chaussee & Associates
California
$123K
KA
2081
Kozak & Associates
Colorado
$119K -$6.12K -17 -5%
CG
2082
Curat Global
New Hampshire
$113K
MCM
2083
MV Capital Management
Maryland
$112K
AG
2084
AmeriFlex Group
Nevada
$112K -$19.1K -55 -15%
DMBA
2085
Deseret Mutual Benefit Administrators
Utah
$111K
BCM
2086
Berbice Capital Management
New York
$111K +$3.57K +10 +3%
VWM
2087
Valley Wealth Managers
New Jersey
$109K
PW
2088
Pandora Wealth
Illinois
$107K
RBC
2089
Roble Belko & Company
Pennsylvania
$107K -$8.56K -24 -7%
CPG
2090
Cornerstone Planning Group
New Jersey
$107K +$3.92K +11 +4%
TPWA
2091
Twin Peaks Wealth Advisors
California
$104K +$104K +286 New
MWM
2092
Mascoma Wealth Management
New Hampshire
$103K
BCMLT
2093
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K -$4.99K -14 -5%
VNA
2094
Valley National Advisers
Pennsylvania
$103K +$2.83K +8 +3%
CB
2095
Centennial Bank
Arkansas
$102K -$3.57K -10 -3%
CWM
2096
Centricity Wealth Management
Ohio
$101K -$35.7K -100 -26%
BHWM
2097
Beaird Harris Wealth Management
Texas
$100K +$2.14K +6 +2%
PWA
2098
Physician Wealth Advisors
Utah
$99.6K +$3.21K +9 +3%
BTC
2099
Bank & Trust Company
Illinois
$97.8K
CCMI
2100
Creative Capital Management Investments
California
$97.1K