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
LFAS
501
Level Four Advisory Services
Texas
$8.96M
GT
502
Glenview Trust
Kentucky
$8.89M
ZBNA
503
Zions Bancorporation, National Association
Utah
$8.86M
NPT
504
Nixon Peabody Trust
Massachusetts
$8.84M
VAS
505
Vestmark Advisory Solutions
Massachusetts
$8.82M
MIA
506
MMBG Investment Advisors
Florida
$8.76M
TPA
507
Trivium Point Advisory
Connecticut
$8.76M
CL
508
Choreo LLC
Illinois
$8.74M
ACM
509
Altrius Capital Management
North Carolina
$8.73M
LNB
510
Ledyard National Bank
$8.66M
GI
511
GAMCO Investors
Connecticut
$8.64M
HIMCH
512
Hartford Investment Management Co (HIMCO)
Connecticut
$8.54M
RIM
513
Reliant Investment Management
Tennessee
$8.44M
SFWA
514
Summit Financial Wealth Advisors
Louisiana
$8.42M
IEFM
515
IQ EQ Fund Management
Ireland
$8.28M
BFG
516
Beacon Financial Group
Texas
$8.27M
CC
517
Cornerstone Capital
California
$8.25M
WB
518
Webster Bank
Connecticut
$8.22M
MC
519
Middleton & Co
Massachusetts
$8.22M
DWP
520
Daymark Wealth Partners
Ohio
$8.17M
CCB
521
Country Club Bank
Missouri
$8.14M
ATC
522
Argent Trust Co
Tennessee
$8.07M
SW
523
StrongBox Wealth
Missouri
$8.06M
SL
524
Summitry LLC
California
$8.01M
PGAM
525
Princeton Global Asset Management
New Jersey
$7.92M