2,311 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, 938 increasing their positions, 766 reducing their positions, and 129 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: $ → $

22% more repeat investments, than reductions

Existing positions increased: 938 | Existing positions reduced: 766

6% more funds holding

Funds holding: 2,1792,311 (+132)

1.53% more ownership

Funds ownership: 82.24%83.76% (+1.5%)

Holders
2,311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
IWM
2251
IMG Wealth Management
Florida
$16.4K
1NWS
2252
1 North Wealth Services
Maryland
$15.4K
CWM
2253
Consultiva Wealth Management
Puerto Rico
$15K
CTWM
2254
Cherry Tree Wealth Management
Minnesota
$14.3K
CMP
2255
Coston McIsaac & Partners
Maine
$14K
HFS
2256
Hughes Financial Services
Virginia
$14K
GWSA
2257
Global Wealth Strategies & Associates
Colorado
$13.6K
RTL
2258
Red Tortoise LLC
Georgia
$13.6K
GC
2259
GFG Capital
Florida
$13.6K
LFA
2260
LGT Financial Advisors
Texas
$12.5K
ACA
2261
American Capital Advisory
Idaho
$12.1K
AWM
2262
Accredited Wealth Management
Kentucky
$11.8K
BFS
2263
Bare Financial Services
Pennsylvania
$11.1K
PCM
2264
Penserra Capital Management
California
$11K
OAJ
2265
Ogorek Anthony Joseph
New York
$11K
NMG
2266
New Millennium Group
Utah
$10.7K
HI
2267
Hoey Investments
Pennsylvania
$10.7K
RAM
2268
Riggs Asset Management
Pennsylvania
$10.7K
BCM
2269
Boreal Capital Management
Florida
$10.7K
RL
2270
Rogco LP
Oklahoma
$9.64K
WCM
2271
WealthTrak Capital Management
Virginia
$9.64K
HWM
2272
HighMark Wealth Management
Minnesota
$9.28K
OBWP
2273
O'Brien Wealth Partners
Massachusetts
$9.28K
PP
2274
Pacifica Partners
Canada
$9.18K
MAS
2275
MPWM Advisory Solutions
Georgia
$8.93K