2,162 hedge funds and large institutions have $87.2B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 919 increasing their positions, 789 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
-92
Holders Change %
-4.08%
% of All Funds
29.37%
Holding in Top 10
31
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
165
Increased
919
Reduced
789
Closed
214
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Shares
Change %
LF
2276
Lee Financial
Texas
-$249K -751 Closed
WFS
2277
Weitzel Financial Services
Iowa
-$252K -748 Closed
MAM
2278
McLean Asset Management
Virginia
-$244K -734 Closed
JC
2279
Jacobs & Co
California
-$242K -731 Closed
CSA
2280
Cottage Street Advisors
Massachusetts
-$242K -730 Closed
MMHP
2281
Murphy Middleton Hinkle & Parker
Georgia
-$242K -730 Closed
FFA
2282
Fi3 Financial Advisors
Indiana
-$242K -729 Closed
TCOK
2283
Trust Company of Kansas
Kansas
-$240K -722 Closed
AWM
2284
Aprio Wealth Management
Georgia
-$239K -721 Closed
SPWM
2285
Schrum Private Wealth Management
Florida
-$238K -718 Closed
IIM
2286
Ironwood Investment Management
Massachusetts
-$238K -716 Closed
LMKC
2287
L.M. Kohn & Company
Ohio
-$237K -714 Closed
WCWM
2288
Willow Creek Wealth Management
California
-$236K -711 Closed
FFM
2289
Flagstone Financial Management
Nebraska
-$234K -704 Closed
KCPG
2290
Kavar Capital Partners Group
Kansas
-$233K -703 Closed
FFA
2291
First Foundation Advisors
California
-$232K -699 Closed
BWM
2292
Bosman Wealth Management
California
-$230K -694 Closed
CPP
2293
Capasso Planning Partners
South Carolina
-$230K -693 Closed
IPW
2294
Inlet Private Wealth
Florida
-$230K -692 Closed
OF
2295
Optimize Financial
California
-$229K -689 Closed
SIA
2296
Sovereign Investment Advisors
Arizona
-$228K -686 Closed
GB
2297
Goepper Burkhardt
South Carolina
-$226K -680 Closed
CCG
2298
Chatham Capital Group
Georgia
-$225K -677 Closed
GA
2299
Goldstein Advisors
Wisconsin
-$224K -676 Closed
JHCP
2300
Jackson Hole Capital Partners
Oklahoma
-$224K -676 Closed