2,346 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 207 funds opening new positions, 968 increasing their positions, 776 reducing their positions, and 108 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $117B → $119B (+$2.33B)

1.89% less ownership

Funds ownership: 83.61%81.72% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,346
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.47B
Puts
$1.07B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
301
Pathstone Holdings
New Jersey
$21.9M
GAM
302
Gotham Asset Management
New York
$21.9M
CIS
303
Connors Investor Services
Pennsylvania
$21.8M
AHC
304
Adell Harriman & Carpenter
Texas
$21.7M
SI
305
Stephens Inc
Arkansas
$21.7M
AI
306
Atria Investments
North Carolina
$21.4M
PAI
307
Pittenger & Anderson Inc
Nebraska
$21.3M
BIAS
308
Beacon Investment Advisory Services
New Jersey
$21.1M
Allianz Asset Management
309
Allianz Asset Management
Germany
$21.1M
BCIM
310
British Columbia Investment Management
British Columbia, Canada
$21.1M
Wealthfront Advisers
311
Wealthfront Advisers
California
$20.9M
QCM
312
QRG Capital Management
Illinois
$20.6M
RWP
313
RWA Wealth Partners
Massachusetts
$20.6M
FLII
314
First Long Island Investors
New York
$20.3M
CBU
315
CIBC Bancorp USA
Illinois
$20.1M
FCBT
316
First Citizens Bank & Trust
North Carolina
$20M
NYLIM
317
New York Life Investment Management
New York
$20M
VHAM
318
Van Hulzen Asset Management
California
$19.9M
ACA
319
Aptus Capital Advisors
Alabama
$19.9M
CET
320
Clean Energy Transition
United Kingdom
$19.5M
FAB
321
First American Bank
Illinois
$19.5M
NRG
322
Nemes Rush Group
Michigan
$19.2M
EF
323
Empowered Funds
Pennsylvania
$19.1M
KPWS
324
Kestra Private Wealth Services
Texas
$19.1M
AS
325
Aware Super
Australia
$18.9M