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2,383 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 987 increasing their positions, 785 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 110

37% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.07B

26% more repeat investments, than reductions

Existing positions increased: 987 | Existing positions reduced: 785

3% more funds holding

Funds holding: 2,3212,383 (+62)

2% more capital invested

Capital invested by funds: $117B → $119B (+$2.22B)

1.92% less ownership

Funds ownership: 83.78%81.86% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,383
Holders Change
+62
Holders Change %
+2.67%
% of All Funds
31.28%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
0.64%
New
209
Increased
987
Reduced
785
Closed
110
Calls
$1.47B
Puts
$1.07B
Net Calls
+$396M
Net Calls Change
-$1.29B
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
426
Teamwork Financial Advisors
Texas
$12.3M +$9.55M +26,258 +397%
MIM
427
Morningstar Investment Management
Illinois
$12.2M +$11.1M +30,491 +1,477%
ASN
428
Advisory Services Network
Georgia
$12.1M -$1.04M -2,850 -8%
CI Investments Inc
429
CI Investments Inc
Ontario, Canada
$12.1M -$9.78M -26,876 -45%
LCM
430
Logan Capital Management
Pennsylvania
$12.1M +$925K +2,544 +9%
FMI
431
F/M Investments
District of Columbia
$11.9M -$1.73M -4,761 -13%
SIC
432
Salem Investment Counselors
North Carolina
$11.9M +$426K +1,172 +4%
Wellington Management Group
433
Wellington Management Group
Massachusetts
$11.9M -$46.5M -127,847 -80%
HFS
434
Haverford Financial Services
Pennsylvania
$11.9M -$51.3K -141 -0.4%
M
435
MOTCO
Texas
$11.9M -$34.2K -94 -0.3%
MAP
436
Managed Asset Portfolios
Michigan
$11.8M +$152K +418 +1%
FA
437
Fiduciary Alliance
South Carolina
$11.8M +$616K +1,695 +6%
PAM
438
Pegasus Asset Management
New York
$11.7M +$57.8K +159 +0.5%
AAS
439
Annex Advisory Services
Wisconsin
$11.7M +$1.09M +2,984 +11%
HH
440
Hilltop Holdings
Texas
$11.7M -$374K -1,027 -3%
MFG
441
Merit Financial Group
Georgia
$11.7M -$15.6K -43 -0.1%
FTWA
442
Fifth Third Wealth Advisors
Ohio
$11.6M +$376K +1,034 +3%
DJSG
443
D.J. St. Germain
Massachusetts
$11.5M +$76.4K +210 +0.7%
MP
444
Munro Partners
Australia
$11.5M -$102K -280 -0.9%
ATPW
445
Ashton Thomas Private Wealth
Arizona
$11.5M +$762K +2,096 +7%
BRWA
446
B. Riley Wealth Advisors
Florida
$11.4M -$2.53M -6,959 -19%
QIM
447
Quest Investment Management
Oregon
$11.2M -$1.84M -5,069 -14%
FNBOO
448
First National Bank of Omaha
Nebraska
$11.2M -$359K -988 -3%
PPW
449
Parcion Private Wealth
Washington
$11.2M +$100K +275 +0.9%
WTFG
450
Wells Trecaso Financial Group
Ohio
$11.2M -$7.66M -21,071 -41%