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
QCG
676
Quadrant Capital Group
Ohio
$4.64M
OFG
677
Oxford Financial Group
Indiana
$4.64M
PWA
678
Phoenix Wealth Advisors
North Carolina
$4.62M
GSWM
679
Greenup Street Wealth Management
Michigan
$4.57M
GH
680
GAM Holding
Switzerland
$4.55M
NAS
681
Nicolet Advisory Services
Wisconsin
$4.54M
DA
682
Doliver Advisors
Texas
$4.53M
GWMIA
683
Global Wealth Management Investment Advisory
Florida
$4.48M
SLI
684
Sumitomo Life Insurance
Japan
$4.46M
BB
685
Busey Bank
Illinois
$4.45M
SMA
686
Sage Mountain Advisors
Georgia
$4.45M
LIM
687
Leavell Investment Management
Alabama
$4.42M
BFA
688
Bright Financial Advisors
Michigan
$4.42M
MCM
689
Mill Capital Management
North Carolina
$4.42M
TCM
690
Twin Capital Management
Pennsylvania
$4.42M
SC
691
Sawyer & Company
Massachusetts
$4.4M
1WA
692
180 Wealth Advisors
Washington
$4.39M
RF
693
Robbins Farley
New Hampshire
$4.39M
PWM
694
Perigon Wealth Management
California
$4.39M
PT
695
Plimoth Trust
Massachusetts
$4.38M
SC
696
Searle & Co
Connecticut
$4.37M
JCM
697
Janney Capital Management
Pennsylvania
$4.35M
BEAM
698
Baker Ellis Asset Management
Washington
$4.34M
GDP
699
Great Diamond Partners
Maine
$4.31M
JC
700
JB Capital
Connecticut
$4.31M