2,360 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, 972 increasing their positions, 781 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 (+$2.18B)

1.94% less ownership

Funds ownership: 83.77%81.82% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,360
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
SWM
601
Scissortail Wealth Management
Oklahoma
$5.97M
WC
602
Westerkirk Capital
$5.95M
FFA
603
Farther Finance Advisors
California
$5.94M
CFCI
604
Comprehensive Financial Consultants Institutional
Indiana
$5.93M
KHLMTHM
605
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.93M
SC
606
Sagefield Capital
Texas
$5.9M
PG
607
Patten Group
Tennessee
$5.87M
BFIC
608
Bedell Frazier Investment Counselling
California
$5.87M
CGH
609
Crossmark Global Holdings
Texas
$5.85M
WFMPM
610
Woodley Farra Manion Portfolio Management
Indiana
$5.84M
FIM
611
Fruth Investment Management
Texas
$5.83M
LNWWM
612
Laird Norton Wetherby Wealth Management
California
$5.82M
CAG
613
Crestwood Advisors Group
Massachusetts
$5.8M
CTC
614
Central Trust Company
Missouri
$5.73M
KWM
615
Keebeck Wealth Management
Illinois
$5.7M
BEI
616
Benjamin Edwards Inc
Missouri
$5.69M
BHWM
617
Bar Harbor Wealth Management
New Hampshire
$5.68M
SQA
618
Simon Quick Advisors
New Jersey
$5.67M
LCS
619
Levin Capital Strategies
New York
$5.67M
IIM
620
INTECH Investment Management
Florida
$5.67M
RSC
621
Red Spruce Capital
Pennsylvania
$5.64M
PIM
622
Plato Investment Management
Australia
$5.63M
ETC
623
Exchange Traded Concepts
Oklahoma
$5.61M
MAS
624
Meeder Advisory Services
Ohio
$5.59M
Nomura Holdings
625
Nomura Holdings
Japan
$5.57M