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
AssetMark Inc
351
AssetMark Inc
California
$17M
CTA
352
Colonial Trust Advisors
South Carolina
$16.9M
CC
353
Covalis Capital
United Kingdom
$16.8M
Jones Financial Companies
354
Jones Financial Companies
Missouri
$16.8M
MOACM
355
Mutual of America Capital Management
New York
$16.8M
CA
356
Clearstead Advisors
Ohio
$16.7M
BCM
357
Bourgeon Capital Management
Connecticut
$16.7M
OPERF
358
Oregon Public Employees Retirement Fund
Oregon
$16.6M
BPWM
359
Badgley Phelps Wealth Managers
Washington
$16.4M
Thrivent Financial for Lutherans
360
Thrivent Financial for Lutherans
Minnesota
$16.1M
EMPI
361
Elo Mutual Pension Insurance
Finland
$16.1M
CM
362
Castleark Management
Illinois
$16.1M
MOS
363
MGO One Seven
Ohio
$16.1M
Vontobel Holding
364
Vontobel Holding
Switzerland
$16M
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$16M
AGAM
366
Avalon Global Asset Management
California
$15.9M
BFM
367
Boothbay Fund Management
New York
$15.9M
RBCM
368
Raub Brock Capital Management
California
$15.9M
SIG
369
Stonegate Investment Group
Alabama
$15.8M
YCM
370
Yousif Capital Management
Michigan
$15.8M
SOADOR
371
State of Alaska Department of Revenue
Alaska
$15.7M
UAS
372
United Asset Strategies
New York
$15.7M
ECM
373
EagleClaw Capital Management
Massachusetts
$15.6M
BCI
374
Brinker Capital Investments
Pennsylvania
$15.5M
BFO
375
Boston Family Office
Massachusetts
$15.5M