2,311 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, 938 increasing their positions, 766 reducing their positions, and 129 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: $ → $

22% more repeat investments, than reductions

Existing positions increased: 938 | Existing positions reduced: 766

6% more funds holding

Funds holding: 2,1792,311 (+132)

1.53% more ownership

Funds ownership: 82.24%83.76% (+1.5%)

Holders
2,311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
SHF
2101
Safe Harbor Fiduciary
Florida
$138K
WIM
2102
Westside Investment Management
California
$133K
CAM
2103
Costello Asset Management
Pennsylvania
$132K
BL
2104
BFSG LLC
California
$129K
CWM
2105
Cranbrook Wealth Management
Michigan
$127K
SCA
2106
Stuart Chaussee & Associates
California
$123K
KA
2107
Kozak & Associates
Colorado
$119K
CG
2108
Curat Global
New Hampshire
$113K
MCM
2109
MV Capital Management
Maryland
$112K
AG
2110
AmeriFlex Group
Nevada
$112K
DMBA
2111
Deseret Mutual Benefit Administrators
Utah
$111K
BCM
2112
Berbice Capital Management
New York
$111K
VWM
2113
Valley Wealth Managers
New Jersey
$109K
PW
2114
Pandora Wealth
Illinois
$107K
RBC
2115
Roble Belko & Company
Pennsylvania
$107K
CPG
2116
Cornerstone Planning Group
New Jersey
$107K
TPWA
2117
Twin Peaks Wealth Advisors
California
$104K
MWM
2118
Mascoma Wealth Management
New Hampshire
$103K
BCMLT
2119
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K
VNA
2120
Valley National Advisers
Pennsylvania
$103K
CB
2121
Centennial Bank
Arkansas
$102K
CWM
2122
Centricity Wealth Management
Ohio
$101K
BHWM
2123
Beaird Harris Wealth Management
Texas
$100K
PWA
2124
Physician Wealth Advisors
Utah
$99.6K
BTC
2125
Bank & Trust Company
Illinois
$97.8K