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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
526
StrongBox Wealth
Missouri
$8.06M -$29.8K -82 -0.4%
SL
527
Summitry LLC
California
$8.01M +$203K +558 +3%
CAM
528
Cresset Asset Management
Illinois
$7.97M +$745K +2,049 +11%
PGAM
529
Princeton Global Asset Management
New Jersey
$7.92M -$121K -332 -2%
EWM
530
Empirical Wealth Management
Washington
$7.92M +$4.82M +13,265 +168%
TCA
531
Trifecta Capital Advisors
Illinois
$7.89M +$614K +1,689 +9%
CFG
532
Cambridge Financial Group
Ohio
$7.84M +$1.6M +4,408 +27%
DIA
533
Dana Investment Advisors
Wisconsin
$7.82M -$714K -1,963 -9%
DA
534
Dillon & Associates
Michigan
$7.77M +$749K +2,058 +11%
SYBT
535
Stock Yards Bank & Trust
Kentucky
$7.75M -$599K -1,648 -7%
GPFA
536
Game Plan Financial Advisors
Ohio
$7.74M +$784K +2,155 +12%
JWCA
537
J.W. Cole Advisors
Florida
$7.71M -$809K -2,225 -10%
PCA
538
Providence Capital Advisors
North Carolina
$7.67M +$207K +570 +3%
VA
539
Vident Advisory
Georgia
$7.66M +$1.25M +3,444 +20%
LSERS
540
Louisiana State Employees Retirement System
Louisiana
$7.63M -$72.7K -200 -1%
SAM
541
Strategy Asset Managers
California
$7.53M +$108K +297 +1%
BCM
542
Brookstone Capital Management
Illinois
$7.53M +$456K +1,253 +7%
RCIM
543
Red Cedar Investment Management
Michigan
$7.51M
ACM
544
Ayrshire Capital Management
Connecticut
$7.51M -$787K -2,165 -10%
IMCOOI
545
Investment Management Corp of Ontario (IMCO)
Canada
$7.48M +$1.12M +3,078 +18%
GIBU
546
Gulf International Bank (UK)
United Kingdom
$7.46M -$122K -336 -2%
SWP
547
Sagespring Wealth Partners
Tennessee
$7.43M +$94.6K +260 +1%
KWM
548
Kingsview Wealth Management
Oregon
$7.42M -$33.8K -93 -0.5%
PCM
549
Palisade Capital Management
New Jersey
$7.41M +$7.2M +19,799 New
PGFC
550
Peapack-Gladstone Financial Corp
New Jersey
$7.4M +$775K +2,130 +12%