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
CWM
2151
Cedar Wealth Management
California
$66.8K
CHC
2152
City Holding Co
West Virginia
$66.8K
FWA
2153
Flagship Wealth Advisors
Massachusetts
$64.3K
HT
2154
Headlands Technologies
Illinois
$63.9K
SL
2155
Salomon & Ludwin
Virginia
$61.6K
OWP
2156
ORG Wealth Partners
Texas
$59.6K
PSFG
2157
Park Square Financial Group
Georgia
$59.3K
WCM
2158
Westend Capital Management
California
$59.3K
S
2159
Sachetta
Massachusetts
$58.9K
SN
2160
Sittner & Nelson
Oregon
$58.9K
AWM
2161
Abound Wealth Management
Tennessee
$58.9K
VWA
2162
Valued Wealth Advisors
Utah
$58.5K
SFA
2163
Semmax Financial Advisors
North Carolina
$58.2K
CWM
2164
Crowley Wealth Management
Delaware
$58.2K
FFA
2165
Frazier Financial Advisors
Ohio
$57.1K
RS
2166
Rakuten Securities
Japan
$55.3K
TFA
2167
Toth Financial Advisory
Virginia
$55K
C
2168
Covestor
United Kingdom
$54K
SIC
2169
SJS Investment Consulting
Ohio
$53.5K
SGC
2170
Slocum, Gordon & Co
Rhode Island
$53.5K
FFC
2171
First Financial Corp
Indiana
$51.8K
SWA
2172
SOA Wealth Advisors
New York
$48.6K
AWM
2173
Activest Wealth Management
Florida
$47.8K
HWA
2174
Heritage Wealth Advisors
Virginia
$47.8K
AP
2175
Atwood & Palmer
Missouri
$46.8K