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 %
RCM
2351
Raleigh Capital Management
North Carolina
-$163K -491 Closed
WWA
2352
Wingate Wealth Advisors
Massachusetts
-$161K -485 Closed
HI
2353
Human Investing
Oregon
-$140K -421 Closed
NWWA
2354
New Wave Wealth Advisors
Arkansas
-$127K -383 Closed
LDB
2355
Lee, Danner & Bass
Tennessee
-$107K -322 Closed
FFA
2356
Fairfield Financial Advisors
Massachusetts
-$71.4K -215 Closed
DP
2357
Denver PWM
Colorado
-$71K -214 Closed
KG
2358
Kieckhefer Group
Wisconsin
-$66.4K -200 Closed
TCG
2359
Transcendent Capital Group
Oklahoma
-$57.7K -174 Closed
SC
2360
Stance Capital
Massachusetts
-$56.4K -170 Closed
FLP
2361
Financial Life Planners
Arizona
-$47K -142 Closed
PCWA
2362
Pacific Capital Wealth Advisors
California
-$45.5K -137 Closed
SFO
2363
Standard Family Office
South Dakota
-$39.8K -120 Closed
RWPA
2364
Richard W. Paul & Associates
Michigan
-$38.5K -116 Closed
DWA
2365
Delos Wealth Advisors
Texas
-$33.2K -100 Closed
EBA
2366
Eagle Bay Advisors
New York
-$30.5K -92 Closed
BC
2367
Bayforest Capital
United Kingdom
-$29.5K -89 Closed
FIA
2368
FPC Investment Advisory
California
-$19.3K -59 Closed
BFPW
2369
BOK Financial Private Wealth
Colorado
-$9.29K -28 Closed
TCM
2370
Tributary Capital Management
Nebraska
-$8.3K -25 Closed
PS
2371
Pinney & Scofield
Massachusetts
-$5.31K -16 Closed
MDA
2372
Minot DeBlois Advisors
Massachusetts
-$4.98K -15 Closed
FC
2373
Family CFO
California
-$3.65K -11 Closed
CCM
2374
Chilton Capital Management
Texas
-$3.65K -11 Closed
CPL
2375
Capital & Planning LLC
Georgia
-$3.65K -11 Closed