2,355 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
2,355
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
NB
676
NBT Bank
New York
$4.76M
BIM
677
Baldwin Investment Management
Pennsylvania
$4.76M
SSA
678
South Street Advisors
New York
$4.69M
QCG
679
Quadrant Capital Group
Ohio
$4.64M
OFG
680
Oxford Financial Group
Indiana
$4.64M
PWA
681
Phoenix Wealth Advisors
North Carolina
$4.62M
GSWM
682
Greenup Street Wealth Management
Michigan
$4.57M
GH
683
GAM Holding
Switzerland
$4.55M
NAS
684
Nicolet Advisory Services
Wisconsin
$4.54M
DA
685
Doliver Advisors
Texas
$4.53M
GWMIA
686
Global Wealth Management Investment Advisory
Florida
$4.48M
SLI
687
Sumitomo Life Insurance
Japan
$4.46M
BB
688
Busey Bank
Illinois
$4.45M
SMA
689
Sage Mountain Advisors
Georgia
$4.45M
LIM
690
Leavell Investment Management
Alabama
$4.42M
BFA
691
Bright Financial Advisors
Michigan
$4.42M
MCM
692
Mill Capital Management
North Carolina
$4.42M
TCM
693
Twin Capital Management
Pennsylvania
$4.42M
SC
694
Sawyer & Company
Massachusetts
$4.4M
1WA
695
180 Wealth Advisors
Washington
$4.39M
RF
696
Robbins Farley
New Hampshire
$4.39M
PWM
697
Perigon Wealth Management
California
$4.39M
PT
698
Plimoth Trust
Massachusetts
$4.38M
SC
699
Searle & Co
Connecticut
$4.37M
JCM
700
Janney Capital Management
Pennsylvania
$4.35M