2,354 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, 971 increasing their positions, 779 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 (+$2.19B)

1.94% less ownership

Funds ownership: 83.74%81.8% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,354
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
CT
501
Colonial Trust
South Carolina
$9.01M
HI
502
Horizon Investments
North Carolina
$8.97M
LFAS
503
Level Four Advisory Services
Texas
$8.96M
GT
504
Glenview Trust
Kentucky
$8.89M
ZBNA
505
Zions Bancorporation, National Association
Utah
$8.86M
NPT
506
Nixon Peabody Trust
Massachusetts
$8.84M
VAS
507
Vestmark Advisory Solutions
Massachusetts
$8.82M
MIA
508
MMBG Investment Advisors
Florida
$8.76M
TPA
509
Trivium Point Advisory
Connecticut
$8.76M
CL
510
Choreo LLC
Illinois
$8.74M
ACM
511
Altrius Capital Management
North Carolina
$8.73M
LNB
512
Ledyard National Bank
$8.66M
GI
513
GAMCO Investors
Connecticut
$8.64M
HIMCH
514
Hartford Investment Management Co (HIMCO)
Connecticut
$8.54M
RIM
515
Reliant Investment Management
Tennessee
$8.44M
SFWA
516
Summit Financial Wealth Advisors
Louisiana
$8.42M
IEFM
517
IQ EQ Fund Management
Ireland
$8.28M
BFG
518
Beacon Financial Group
Texas
$8.27M
CC
519
Cornerstone Capital
California
$8.25M
WB
520
Webster Bank
Connecticut
$8.22M
MC
521
Middleton & Co
Massachusetts
$8.22M
DWP
522
Daymark Wealth Partners
Ohio
$8.17M
CCB
523
Country Club Bank
Missouri
$8.14M
ATC
524
Argent Trust Co
Tennessee
$8.07M
SW
525
StrongBox Wealth
Missouri
$8.06M