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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
SC
701
Searle & Co
Connecticut
$4.37M
JCM
702
Janney Capital Management
Pennsylvania
$4.35M +$95.3K +262 +2%
BEAM
703
Baker Ellis Asset Management
Washington
$4.34M +$10.9K +30 +0.3%
GDP
704
Great Diamond Partners
Maine
$4.31M +$258K +708 +7%
JC
705
JB Capital
Connecticut
$4.31M -$148K -408 -3%
HIC
706
Holderness Investments Company
North Carolina
$4.24M -$591K -1,625 -13%
BC
707
Bowman & Company
Wisconsin
$4.23M -$34.9K -96 -0.8%
DAS
708
Dynamic Advisor Solutions
Arizona
$4.23M +$808K +2,222 +24%
BHA
709
Beech Hill Advisors
New York
$4.22M -$633K -1,741 -13%
VFA
710
Valeo Financial Advisors
Indiana
$4.2M -$17.1K -47 -0.4%
MA
711
Montag & Associates
Georgia
$4.2M +$1.95M +5,370 +92%
TCA
712
Transcend Capital Advisors
New Jersey
$4.18M -$342K -939 -8%
SFI
713
SPC Financial Inc
Maryland
$4.16M -$46.6K -128 -1%
TRIA
714
Trail Ridge Investment Advisors
Colorado
$4.16M
CWI
715
Conscious Wealth Investments
Florida
$4.14M +$17.8K +49 +0.5%
ISWM
716
Independent Solutions Wealth Management
New York
$4.14M +$77.5K +213 +2%
PMAM
717
Picton Mahoney Asset Management
Ontario, Canada
$4.12M -$1.11M -3,065 -22%
TPCW
718
TD Private Client Wealth
New York
$4.11M +$94.9K +261 +2%
SFI
719
Siemens Fonds Invest
Germany
$4.09M -$80.7K -222 -2%
VT
720
Vise Technologies
New York
$4.09M -$540K -1,486 -12%
SAI
721
Savvy Advisors Inc
New York
$4.07M +$2M +5,494 +102%
HAG
722
HighPoint Advisor Group
Illinois
$4.07M -$196K -539 -5%
CWMK
723
Caliber Wealth Management (Kansas)
Kansas
$4.06M -$264K -725 -6%
PCM
724
Parsons Capital Management
Rhode Island
$4.05M +$380K +1,046 +11%
MFS
725
Miller Financial Services
Michigan
$4.05M -$1.29M -3,550 -25%