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
BEAM
701
Baker Ellis Asset Management
Washington
$4.34M
GDP
702
Great Diamond Partners
Maine
$4.31M
JC
703
JB Capital
Connecticut
$4.31M
HIC
704
Holderness Investments Company
North Carolina
$4.24M
BC
705
Bowman & Company
Wisconsin
$4.23M
DAS
706
Dynamic Advisor Solutions
Arizona
$4.23M
BHA
707
Beech Hill Advisors
New York
$4.22M
VFA
708
Valeo Financial Advisors
Indiana
$4.2M
MA
709
Montag & Associates
Georgia
$4.2M
TCA
710
Transcend Capital Advisors
New Jersey
$4.18M
SFI
711
SPC Financial Inc
Maryland
$4.16M
TRIA
712
Trail Ridge Investment Advisors
Colorado
$4.16M
CWI
713
Conscious Wealth Investments
Florida
$4.14M
ISWM
714
Independent Solutions Wealth Management
New York
$4.14M
PMAM
715
Picton Mahoney Asset Management
Ontario, Canada
$4.12M
TPCW
716
TD Private Client Wealth
New York
$4.11M
SFI
717
Siemens Fonds Invest
Germany
$4.09M
VT
718
Vise Technologies
New York
$4.09M
SAI
719
Savvy Advisors Inc
New York
$4.07M
HAG
720
HighPoint Advisor Group
Illinois
$4.07M
CWMK
721
Caliber Wealth Management (Kansas)
Kansas
$4.06M
PCM
722
Parsons Capital Management
Rhode Island
$4.05M
MFS
723
Miller Financial Services
Michigan
$4.05M
BP
724
Ballentine Partners
Massachusetts
$4.02M
JF
725
Jump Financial
Illinois
$3.96M