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
YIA
551
YHB Investment Advisors
Connecticut
$7.24M
ISB
552
Iowa State Bank
Iowa
$7.24M
MAM
553
Mystic Asset Management
Rhode Island
$7.19M
AWM
554
AE Wealth Management
Kansas
$7.17M
BPC
555
Bearing Point Capital
Minnesota
$7.15M
Marshall Wace
556
Marshall Wace
United Kingdom
$7.05M
GWMR
557
GC Wealth Management RIA
Massachusetts
$7.04M
SAM
558
Securian Asset Management
Minnesota
$7.04M
AWM
559
Apollon Wealth Management
South Carolina
$7.01M
EIA
560
Eastover Investment Advisors
North Carolina
$7M
FPAS
561
Focus Partners Advisor Solutions
Missouri
$6.99M
RIL
562
Rothschild Investment LLC
Illinois
$6.99M
CFO
563
Callan Family Office
Pennsylvania
$6.98M
SIC
564
Schwartz Investment Counsel
Michigan
$6.96M
GT
565
Greenleaf Trust
Michigan
$6.95M
BFG
566
Bleakley Financial Group
New Jersey
$6.93M
AWM
567
Avaii Wealth Management
Wisconsin
$6.88M
JIR
568
James Investment Research
Ohio
$6.79M
TFA
569
Transamerica Financial Advisors
Florida
$6.78M
IAN
570
Integrated Advisors Network
Texas
$6.76M
DBG
571
De Burlo Group
Massachusetts
$6.75M
KIA
572
KCM Investment Advisors
California
$6.72M
KWA
573
Kingswood Wealth Advisors
California
$6.65M
FWC
574
First Washington Corp
Washington
$6.64M
SSA
575
Schonfeld Strategic Advisors
New York
$6.64M