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
LWMI
2126
Legacy Wealth Management (Idaho)
Idaho
$88.9K
LIS
2127
Legacy Investment Solutions
Idaho
$88.9K
AT
2128
Avalon Trust
New Mexico
$87.8K
NC
2129
NewSquare Capital
Pennsylvania
$87.8K
HIW
2130
Holos Integrated Wealth
Pennsylvania
$87.1K
ME
2131
McIlrath & Eck
Washington
$84.3K
HB
2132
Horizon Bancorp
Indiana
$84K
TCM
2133
TD Capital Management
Tennessee
$82.5K
KTC
2134
Kentucky Trust Company
Kentucky
$82.1K
SC
2135
Solstein Capital
California
$81K
BBPWM
2136
Blue Bell Private Wealth Management
Pennsylvania
$80.7K
HCM
2137
Hollencrest Capital Management
California
$80.3K
SR
2138
Syntax Research
Florida
$80.3K
CYG
2139
Clean Yield Group
Vermont
$79.6K
BIA
2140
Bell Investment Advisors
California
$79.6K
CCC
2141
Chelsea Counsel Company
California
$78.5K
HFS
2142
Hopwood Financial Services
Virginia
$77.8K
AT
2143
Arlington Trust
Alabama
$77.5K
WAS
2144
Winch Advisory Services
Wisconsin
$76K
WA
2145
Whipplewood Advisors
Colorado
$75.7K
SC
2146
Stephens Consulting
Michigan
$73.9K
VWWMG
2147
Vermillion & White Wealth Management Group
Pennsylvania
$71.4K
LC
2148
Lavaca Capital
Texas
$71.4K
CIA
2149
Cape Investment Advisory
Georgia
$70.7K
CA
2150
Centerpoint Advisors
Massachusetts
$68K