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
PW
2101
Pandora Wealth
Illinois
$107K
RBC
2102
Roble Belko & Company
Pennsylvania
$107K
CPG
2103
Cornerstone Planning Group
New Jersey
$107K
TPWA
2104
Twin Peaks Wealth Advisors
California
$104K
MWM
2105
Mascoma Wealth Management
New Hampshire
$103K
BCMLT
2106
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K
VNA
2107
Valley National Advisers
Pennsylvania
$103K
CB
2108
Centennial Bank
Arkansas
$102K
CWM
2109
Centricity Wealth Management
Ohio
$101K
BHWM
2110
Beaird Harris Wealth Management
Texas
$100K
PWA
2111
Physician Wealth Advisors
Utah
$99.6K
BTC
2112
Bank & Trust Company
Illinois
$97.8K
CCMI
2113
Creative Capital Management Investments
California
$97.1K
WWM
2114
Wolff Wiese Magana
California
$96.4K
FC
2115
Fairscale Capital
New Hampshire
$95K
HIIFS
2116
Harel Insurance Investments & Financial Services
Israel
$95K
SA
2117
Scarborough Advisors
Maryland
$94.6K
GPI
2118
General Partner Inc
Pennsylvania
$94.2K
SSG
2119
Summit Securities Group
New York
$93.9K
CM
2120
Castleark Management
Illinois
$92.8K
HCM
2121
Horrell Capital Management
Arkansas
$92.8K
CSC
2122
Cove Street Capital
California
$92.8K
AAG
2123
Armstrong Advisory Group
Massachusetts
$91.7K
AIM
2124
Arcadia Investment Management
Michigan
$89.2K
SWIM
2125
Smallwood Wealth Investment Management
New Jersey
$89.2K