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
PWA
2276
Principia Wealth Advisory
Texas
$8.93K
CAIM
2277
Catherine Avery Investment Management
Florida
$8.93K
MWA
2278
Moser Wealth Advisors
Washington
$8.93K
MAFA
2279
MJT & Associates Financial Advisory
Minnesota
$8.57K
HIA
2280
HFM Investment Advisors
New Jersey
$8.21K
PS
2281
Pinney & Scofield
Massachusetts
$8.21K
NWM
2282
Nova Wealth Management
Florida
$8.11K
IHWM
2283
Iron Horse Wealth Management
Iowa
$7.85K
FG
2284
Fairman Group
Pennsylvania
$7.85K
GWS
2285
Greykasell Wealth Strategies
California
$7.14K
FW
2286
Fairway Wealth
Ohio
$6.07K
CWA
2287
Carolina Wealth Advisors
South Carolina
$6.07K
LIM
2288
Longfellow Investment Management
Massachusetts
$5.71K
FGC
2289
Financial Gravity Companies
Texas
$5.71K
T
2290
Tidemark
California
$5.36K
PCM
2291
Perritt Capital Management
Illinois
$5K
BHWM
2292
Bay Harbor Wealth Management
Maryland
$4.64K
SAS
2293
Spurstone Advisory Services
Connecticut
$4.28K
HHGA
2294
Halbert Hargrove Global Advisors
California
$3.93K
AFG
2295
Albion Financial Group
Utah
$3.93K
PWM
2296
Parkworth Wealth Management
California
$3.93K
BCM
2297
Blume Capital Management
California
$3.93K
SC
2298
Swan Capital
Florida
$3.93K
CSC
2299
Caldwell Sutter Capital
California
$3.57K
PPA
2300
Painted Porch Advisors
California
$3.57K