2,354 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 969 increasing their positions, 779 reducing their positions, and 110 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 (+$2.37B)

1.81% less ownership

Funds ownership: 83.61%81.8% (-1.8%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,354
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
ASN
426
Advisory Services Network
Georgia
$12.1M
CI Investments Inc
427
CI Investments Inc
Ontario, Canada
$12.1M
LCM
428
Logan Capital Management
Pennsylvania
$12.1M
FMI
429
F/M Investments
District of Columbia
$11.9M
SIC
430
Salem Investment Counselors
North Carolina
$11.9M
Wellington Management Group
431
Wellington Management Group
Massachusetts
$11.9M
HFS
432
Haverford Financial Services
Pennsylvania
$11.9M
M
433
MOTCO
Texas
$11.9M
MAP
434
Managed Asset Portfolios
Michigan
$11.8M
FA
435
Fiduciary Alliance
South Carolina
$11.8M
PAM
436
Pegasus Asset Management
New York
$11.7M
AAS
437
Annex Advisory Services
Wisconsin
$11.7M
HH
438
Hilltop Holdings
Texas
$11.7M
MFG
439
Merit Financial Group
Georgia
$11.7M
FTWA
440
Fifth Third Wealth Advisors
Ohio
$11.6M
DJSG
441
D.J. St. Germain
Massachusetts
$11.5M
MP
442
Munro Partners
Australia
$11.5M
ATPW
443
Ashton Thomas Private Wealth
Arizona
$11.5M
BRWA
444
B. Riley Wealth Advisors
Florida
$11.4M
QIM
445
Quest Investment Management
Oregon
$11.2M
FNBOO
446
First National Bank of Omaha
Nebraska
$11.2M
PPW
447
Parcion Private Wealth
Washington
$11.2M
WTFG
448
Wells Trecaso Financial Group
Ohio
$11.2M
SW
449
SVB Wealth
Massachusetts
$11.1M
HPIA
450
Hamilton Point Investment Advisors
North Carolina
$11.1M