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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
SA
551
Strategic Advisors
New York
$7.34M +$240K +660 +3%
MSRPS
552
Maryland State Retirement & Pension System
Maryland
$7.32M +$182K +500 +3%
YIA
553
YHB Investment Advisors
Connecticut
$7.24M +$255K +700 +4%
ISB
554
Iowa State Bank
Iowa
$7.24M -$598K -1,643 -8%
MAM
555
Mystic Asset Management
Rhode Island
$7.19M -$13.8K -38 -0.2%
AWM
556
AE Wealth Management
Kansas
$7.17M +$214K +589 +3%
BPC
557
Bearing Point Capital
Minnesota
$7.15M +$30.2K +83 +0.4%
Marshall Wace
558
Marshall Wace
United Kingdom
$7.05M -$29.5M -81,173 -81%
GWMR
559
GC Wealth Management RIA
Massachusetts
$7.04M +$3.62M +9,943 +112%
SAM
560
Securian Asset Management
Minnesota
$7.04M -$595K -1,636 -8%
AWM
561
Apollon Wealth Management
South Carolina
$7.01M +$156K +428 +2%
EIA
562
Eastover Investment Advisors
North Carolina
$7M -$394K -1,084 -5%
FPAS
563
Focus Partners Advisor Solutions
Missouri
$6.99M -$489K -1,344 -7%
RIL
564
Rothschild Investment LLC
Illinois
$6.99M +$495K +1,362 +8%
CFO
565
Callan Family Office
Pennsylvania
$6.98M +$6.55K +18 +0.1%
SIC
566
Schwartz Investment Counsel
Michigan
$6.96M -$27.3K -75 -0.4%
GT
567
Greenleaf Trust
Michigan
$6.95M +$1.85M +5,095 +38%
BFG
568
Bleakley Financial Group
New Jersey
$6.93M -$202K -556 -3%
AWM
569
Avaii Wealth Management
Wisconsin
$6.88M +$6.68M +18,374 New
JIR
570
James Investment Research
Ohio
$6.79M +$24K +66 +0.4%
TFA
571
Transamerica Financial Advisors
Florida
$6.78M +$52.4K +144 +0.8%
IAN
572
Integrated Advisors Network
Texas
$6.76M +$875K +2,406 +15%
DBG
573
De Burlo Group
Massachusetts
$6.75M +$1.6M +4,400 +32%
KIA
574
KCM Investment Advisors
California
$6.72M -$25.5K -70 -0.4%
KWA
575
Kingswood Wealth Advisors
California
$6.65M +$2.02M +5,544 +45%