2,294 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, 758 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: 758

6% more funds holding

Funds holding: 2,1652,294 (+129)

1.56% more ownership

Funds ownership: 81.99%83.56% (+1.6%)

Holders
2,294
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
BCM
2251
Boreal Capital Management
Florida
$10.7K
RL
2252
Rogco LP
Oklahoma
$9.64K
WCM
2253
WealthTrak Capital Management
Virginia
$9.64K
HWM
2254
HighMark Wealth Management
Minnesota
$9.28K
OBWP
2255
O'Brien Wealth Partners
Massachusetts
$9.28K
PP
2256
Pacifica Partners
Canada
$9.18K
MAS
2257
MPWM Advisory Solutions
Georgia
$8.93K
PWA
2258
Principia Wealth Advisory
Texas
$8.93K
MWA
2259
Moser Wealth Advisors
Washington
$8.93K
MAFA
2260
MJT & Associates Financial Advisory
Minnesota
$8.57K
HIA
2261
HFM Investment Advisors
New Jersey
$8.21K
PS
2262
Pinney & Scofield
Massachusetts
$8.21K
NWM
2263
Nova Wealth Management
Florida
$8.11K
IHWM
2264
Iron Horse Wealth Management
Iowa
$7.85K
FG
2265
Fairman Group
Pennsylvania
$7.85K
GWS
2266
Greykasell Wealth Strategies
California
$7.14K
FW
2267
Fairway Wealth
Ohio
$6.07K
CWA
2268
Carolina Wealth Advisors
South Carolina
$6.07K
LWANC
2269
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
LIM
2270
Longfellow Investment Management
Massachusetts
$5.71K
FGC
2271
Financial Gravity Companies
Texas
$5.71K
T
2272
Tidemark
California
$5.36K
PCM
2273
Perritt Capital Management
Illinois
$5K
BHWM
2274
Bay Harbor Wealth Management
Maryland
$4.64K
SAS
2275
Spurstone Advisory Services
Connecticut
$4.28K