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 %
CMP
2226
Coston McIsaac & Partners
Maine
$14K
HFS
2227
Hughes Financial Services
Virginia
$14K +$1.43K +4 +11%
GWSA
2228
Global Wealth Strategies & Associates
Colorado
$13.6K -$15K -42 -53%
RTL
2229
Red Tortoise LLC
Georgia
$13.6K
GC
2230
GFG Capital
Florida
$13.6K +$13.6K +38 New
LFA
2231
LGT Financial Advisors
Texas
$12.5K +$12.5K +35 New
ACA
2232
American Capital Advisory
Idaho
$12.1K +$3.21K +9 +36%
AWM
2233
Accredited Wealth Management
Kentucky
$11.8K
BFS
2234
Bare Financial Services
Pennsylvania
$11.1K +$8.21K +23 +288%
PCM
2235
Penserra Capital Management
California
$11K -$637K -1,911 -98%
OAJ
2236
Ogorek Anthony Joseph
New York
$11K +$4.67K +14 +74%
HI
2237
Hoey Investments
Pennsylvania
$10.7K
NMG
2238
New Millennium Group
Utah
$10.7K
RAM
2239
Riggs Asset Management
Pennsylvania
$10.7K +$7.5K +21 +233%
BCM
2240
Boreal Capital Management
Florida
$10.7K +$10.7K +30 New
RL
2241
Rogco LP
Oklahoma
$9.64K
WCM
2242
WealthTrak Capital Management
Virginia
$9.64K +$9.28K +26 +2,600%
HWM
2243
HighMark Wealth Management
Minnesota
$9.28K
OBWP
2244
O'Brien Wealth Partners
Massachusetts
$9.28K +$9.28K +26 New
PP
2245
Pacifica Partners
Canada
$9.18K
MAS
2246
MPWM Advisory Solutions
Georgia
$8.93K -$357 -1 -4%
PWA
2247
Principia Wealth Advisory
Texas
$8.93K
MWA
2248
Moser Wealth Advisors
Washington
$8.93K +$8.93K +25 New
MAFA
2249
MJT & Associates Financial Advisory
Minnesota
$8.57K -$3.21K -9 -27%
HIA
2250
HFM Investment Advisors
New Jersey
$8.21K +$1.07K +3 +15%