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
LCM
426
Logan Capital Management
Pennsylvania
$12.1M
FMI
427
F/M Investments
District of Columbia
$11.9M
SIC
428
Salem Investment Counselors
North Carolina
$11.9M
Wellington Management Group
429
Wellington Management Group
Massachusetts
$11.9M
HFS
430
Haverford Financial Services
Pennsylvania
$11.9M
M
431
MOTCO
Texas
$11.9M
MAP
432
Managed Asset Portfolios
Michigan
$11.8M
FA
433
Fiduciary Alliance
South Carolina
$11.8M
PAM
434
Pegasus Asset Management
New York
$11.7M
AAS
435
Annex Advisory Services
Wisconsin
$11.7M
HH
436
Hilltop Holdings
Texas
$11.7M
MFG
437
Merit Financial Group
Georgia
$11.7M
FTWA
438
Fifth Third Wealth Advisors
Ohio
$11.6M
DJSG
439
D.J. St. Germain
Massachusetts
$11.5M
MP
440
Munro Partners
Australia
$11.5M
ATPW
441
Ashton Thomas Private Wealth
Arizona
$11.5M
BRWA
442
B. Riley Wealth Advisors
Florida
$11.4M
QIM
443
Quest Investment Management
Oregon
$11.2M
FNBOO
444
First National Bank of Omaha
Nebraska
$11.2M
PPW
445
Parcion Private Wealth
Washington
$11.2M
WTFG
446
Wells Trecaso Financial Group
Ohio
$11.2M
SW
447
SVB Wealth
Massachusetts
$11.1M
HPIA
448
Hamilton Point Investment Advisors
North Carolina
$11.1M
FT
449
Fiduciary Trust
Massachusetts
$11M
JFG
450
Jefferies Financial Group
New York
$10.9M