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
HPIA
451
Hamilton Point Investment Advisors
North Carolina
$11.1M
FT
452
Fiduciary Trust
Massachusetts
$11M
JFG
453
Jefferies Financial Group
New York
$10.9M
TIP
454
Torray Investment Partners
Maryland
$10.9M
HIP
455
Harrell Investment Partners
Texas
$10.9M
CFSG
456
Community Financial Services Group
Vermont
$10.8M
CWM
457
Calamos Wealth Management
Illinois
$10.8M
CAM
458
Carret Asset Management
New York
$10.8M
GSCM
459
Greenfield Seitz Capital Management
Texas
$10.7M
MYAM
460
Meiji Yasuda Asset Management
Japan
$10.7M
GI
461
GLOBALT Investments
Georgia
$10.7M
SCM
462
Sirios Capital Management
Massachusetts
$10.6M
OHIS
463
Oak Harvest Investment Services
Texas
$10.6M
BIM
464
Bridges Investment Management
Nebraska
$10.6M
BDLIB
465
Banque de Luxembourg Investments (BLI)
Luxembourg
$10.5M
PCTC
466
Perkins Coie Trust Company
Washington
$10.5M
WAM
467
Winslow Asset Management
Ohio
$10.5M
GAM
468
Generali Asset Management
Italy
$10.4M
CWG
469
Cornerstone Wealth Group
North Carolina
$10.3M
MIP
470
Marietta Investment Partners
Wisconsin
$10.3M
CIA
471
Concurrent Investment Advisors
Florida
$10.3M
SC
472
Savant Capital
Illinois
$10.2M
MWA
473
Meridian Wealth Advisors
Texas
$10.2M
JWM
474
Jackson Wealth Management
Florida
$10.2M
MGWM
475
Marks Group Wealth Management
Minnesota
$10.2M