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 %
LS
2301
Leelyn Smith
Illinois
-$224K -675 Closed
VCWA
2302
Vanguard Capital Wealth Advisors
Colorado
-$224K -675 Closed
AG
2303
Advocate Group
Minnesota
-$224K -674 Closed
FCIM
2304
Fairview Capital Investment Management
California
-$223K -673 Closed
PCA
2305
Peddock Capital Advisors
Massachusetts
-$223K -672 Closed
MFWP
2306
Mosaic Family Wealth Partners
Missouri
-$223K -671 Closed
OPA
2307
Old Port Advisors
Maine
-$222K -670 Closed
QFA
2308
Quantum Financial Advisors
California
-$222K -669 Closed
FCFC
2309
First Citizens Financial Corp
Iowa
-$221K -667 Closed
WAM
2310
Weatherly Asset Management
California
-$220K -664 Closed
DWA
2311
Dorsey Wright & Associates
California
-$220K -664 Closed
KG
2312
Kilter Group
New York
-$220K -662 Closed
SP
2313
Sequent Planning
Nebraska
-$219K -661 Closed
GWM
2314
Grand Wealth Management
Michigan
-$219K -660 Closed
LF
2315
Lantz Financial
Illinois
-$219K -659 Closed
WW
2316
Westshore Wealth
California
-$218K -657 Closed
LGG
2317
Luts & Greenleigh Group
Maryland
-$217K -654 Closed
FCG
2318
Fielder Capital Group
Tennessee
-$216K -652 Closed
LWM
2319
Laidlaw Wealth Management
New York
-$216K -651 Closed
IFA
2320
Index Fund Advisors
California
-$216K -650 Closed
TFG
2321
Taylor Financial Group
Virginia
-$216K -650 Closed
FA
2322
Fountainhead AM
New Jersey
-$216K -650 Closed
OFG
2323
Opulen Financial Group
Virginia
-$215K -649 Closed
RW
2324
Ridgeline Wealth
Arizona
-$215K -648 Closed
SWG
2325
Summit Wealth Group
Vermont
-$213K -642 Closed