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
EWM
526
Empirical Wealth Management
Washington
$7.92M
TCA
527
Trifecta Capital Advisors
Illinois
$7.89M
CFG
528
Cambridge Financial Group
Ohio
$7.84M
DIA
529
Dana Investment Advisors
Wisconsin
$7.82M
DA
530
Dillon & Associates
Michigan
$7.77M
SYBT
531
Stock Yards Bank & Trust
Kentucky
$7.75M
GPFA
532
Game Plan Financial Advisors
Ohio
$7.74M
JWCA
533
J.W. Cole Advisors
Florida
$7.71M
PCA
534
Providence Capital Advisors
North Carolina
$7.67M
VA
535
Vident Advisory
Georgia
$7.66M
LSERS
536
Louisiana State Employees Retirement System
Louisiana
$7.63M
SAM
537
Strategy Asset Managers
California
$7.53M
BCM
538
Brookstone Capital Management
Illinois
$7.53M
RCIM
539
Red Cedar Investment Management
Michigan
$7.51M
ACM
540
Ayrshire Capital Management
Connecticut
$7.51M
IMCOOI
541
Investment Management Corp of Ontario (IMCO)
Canada
$7.48M
GIBU
542
Gulf International Bank (UK)
United Kingdom
$7.46M
SWP
543
Sagespring Wealth Partners
Tennessee
$7.43M
KWM
544
Kingsview Wealth Management
Oregon
$7.42M
PCM
545
Palisade Capital Management
New Jersey
$7.41M
PGFC
546
Peapack-Gladstone Financial Corp
New Jersey
$7.4M
SA
547
Strategic Advisors
New York
$7.34M
MSRPS
548
Maryland State Retirement & Pension System
Maryland
$7.32M
YIA
549
YHB Investment Advisors
Connecticut
$7.24M
ISB
550
Iowa State Bank
Iowa
$7.24M