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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
SW
451
SVB Wealth
Massachusetts
$11.1M -$544K -1,495 -5%
HPIA
452
Hamilton Point Investment Advisors
North Carolina
$11.1M +$39.6K +109 +0.4%
FT
453
Fiduciary Trust
Massachusetts
$11M +$132K +363 +1%
JFG
454
Jefferies Financial Group
New York
$10.9M -$33.7M -92,630 -76%
TIP
455
Torray Investment Partners
Maryland
$10.9M -$4.18M -11,485 -28%
HIP
456
Harrell Investment Partners
Texas
$10.9M -$289K -794 -3%
CFSG
457
Community Financial Services Group
Vermont
$10.8M +$165K +454 +2%
CWM
458
Calamos Wealth Management
Illinois
$10.8M +$10.5M +28,942 New
CAM
459
Carret Asset Management
New York
$10.8M +$80.4K +221 +0.8%
GSCM
460
Greenfield Seitz Capital Management
Texas
$10.7M -$148K -407 -1%
MYAM
461
Meiji Yasuda Asset Management
Japan
$10.7M -$444K -1,220 -4%
GI
462
GLOBALT Investments
Georgia
$10.7M -$156K -430 -1%
SCM
463
Sirios Capital Management
Massachusetts
$10.6M -$280K -771 -3%
OHIS
464
Oak Harvest Investment Services
Texas
$10.6M +$5.36M +14,743 +108%
BIM
465
Bridges Investment Management
Nebraska
$10.6M +$39.3K +108 +0.4%
BDLIB
466
Banque de Luxembourg Investments (BLI)
Luxembourg
$10.5M +$4.8M +13,200 +85%
PCTC
467
Perkins Coie Trust Company
Washington
$10.5M -$1.21M -3,336 -11%
WAM
468
Winslow Asset Management
Ohio
$10.5M -$64K -176 -0.6%
GAM
469
Generali Asset Management
Italy
$10.4M -$3.13M -8,606 -24%
CWG
470
Cornerstone Wealth Group
North Carolina
$10.3M +$259K +711 +3%
MIP
471
Marietta Investment Partners
Wisconsin
$10.3M +$139K +382 +1%
CIA
472
Concurrent Investment Advisors
Florida
$10.3M +$2.98M +8,207 +43%
MWA
473
Meridian Wealth Advisors
Texas
$10.2M +$97.5K +268 +1%
JWM
474
Jackson Wealth Management
Florida
$10.2M +$91.3K +251 +0.9%
MGWM
475
Marks Group Wealth Management
Minnesota
$10.2M -$635K -1,747 -6%