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
HIC
701
Holderness Investments Company
North Carolina
$4.24M
BC
702
Bowman & Company
Wisconsin
$4.23M
DAS
703
Dynamic Advisor Solutions
Arizona
$4.23M
BHA
704
Beech Hill Advisors
New York
$4.22M
VFA
705
Valeo Financial Advisors
Indiana
$4.2M
MA
706
Montag & Associates
Georgia
$4.2M
TCA
707
Transcend Capital Advisors
New Jersey
$4.18M
SFI
708
SPC Financial Inc
Maryland
$4.16M
TRIA
709
Trail Ridge Investment Advisors
Colorado
$4.16M
CWI
710
Conscious Wealth Investments
Florida
$4.14M
ISWM
711
Independent Solutions Wealth Management
New York
$4.14M
PMAM
712
Picton Mahoney Asset Management
Ontario, Canada
$4.12M
TPCW
713
TD Private Client Wealth
New York
$4.11M
SFI
714
Siemens Fonds Invest
Germany
$4.09M
VT
715
Vise Technologies
New York
$4.09M
SAI
716
Savvy Advisors Inc
New York
$4.07M
HAG
717
HighPoint Advisor Group
Illinois
$4.07M
CWMK
718
Caliber Wealth Management (Kansas)
Kansas
$4.06M
PCM
719
Parsons Capital Management
Rhode Island
$4.05M
MFS
720
Miller Financial Services
Michigan
$4.05M
BP
721
Ballentine Partners
Massachusetts
$4.02M
JF
722
Jump Financial
Illinois
$3.96M
NL
723
NVWM LLC
Pennsylvania
$3.96M
LIP
724
Lighthouse Investment Partners
Florida
$3.96M
PTCG
725
Pring Turner Capital Group
California
$3.93M