2,360 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 972 increasing their positions, 781 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 (+$2.18B)

1.94% less ownership

Funds ownership: 83.77%81.82% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,360
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
MIM
426
Morningstar Investment Management
Illinois
$12.2M
ASN
427
Advisory Services Network
Georgia
$12.1M
CI Investments Inc
428
CI Investments Inc
Ontario, Canada
$12.1M
LCM
429
Logan Capital Management
Pennsylvania
$12.1M
FMI
430
F/M Investments
District of Columbia
$11.9M
SIC
431
Salem Investment Counselors
North Carolina
$11.9M
Wellington Management Group
432
Wellington Management Group
Massachusetts
$11.9M
HFS
433
Haverford Financial Services
Pennsylvania
$11.9M
M
434
MOTCO
Texas
$11.9M
MAP
435
Managed Asset Portfolios
Michigan
$11.8M
FA
436
Fiduciary Alliance
South Carolina
$11.8M
PAM
437
Pegasus Asset Management
New York
$11.7M
AAS
438
Annex Advisory Services
Wisconsin
$11.7M
HH
439
Hilltop Holdings
Texas
$11.7M
MFG
440
Merit Financial Group
Georgia
$11.7M
FTWA
441
Fifth Third Wealth Advisors
Ohio
$11.6M
DJSG
442
D.J. St. Germain
Massachusetts
$11.5M
MP
443
Munro Partners
Australia
$11.5M
ATPW
444
Ashton Thomas Private Wealth
Arizona
$11.5M
BRWA
445
B. Riley Wealth Advisors
Florida
$11.4M
QIM
446
Quest Investment Management
Oregon
$11.2M
FNBOO
447
First National Bank of Omaha
Nebraska
$11.2M
PPW
448
Parcion Private Wealth
Washington
$11.2M
WTFG
449
Wells Trecaso Financial Group
Ohio
$11.2M
SW
450
SVB Wealth
Massachusetts
$11.1M