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
DI
801
DAGCO Inc
Ohio
$3.25M
NWM
802
Northwest Wealth Management
Iowa
$3.23M
FMB
803
Field & Main Bank
Kentucky
$3.22M
AA
804
Apriem Advisors
California
$3.22M
CRC
805
Curi RMB Capital
Illinois
$3.21M
SMC
806
Smith, Moore & Co
Missouri
$3.2M
NI
807
Natural Investments
California
$3.19M
SF
808
Summit Financial
New Jersey
$3.18M
CAM
809
Cypress Asset Management
Texas
$3.18M
IC
810
IEQ Capital
California
$3.18M
DWG
811
Darden Wealth Group
Michigan
$3.17M
CA
812
CoreCap Advisors
Michigan
$3.14M
WAP
813
Wealthcare Advisory Partners
Pennsylvania
$3.14M
JCM
814
Jacobi Capital Management
Pennsylvania
$3.13M
RBA
815
Richard Bernstein Advisors
New York
$3.13M
BIG
816
Brooklyn Investment Group
New York
$3.12M
WSCM
817
Wellington Shields Capital Management
New York
$3.12M
IWC
818
Integrated Wealth Concepts
Massachusetts
$3.11M
FG
819
Fiduciary Group
Georgia
$3.11M
OPTFSNA
820
Old Point Trust & Financial Services N A
Virginia
$3.1M
HWMO
821
Heritage Wealth Management (Ohio)
Ohio
$3.09M
HL
822
HeadInvest LLC
Maine
$3.07M
AAP
823
Arax Advisory Partners
Colorado
$3.07M
CPA
824
Capital Planning Advisors
California
$3.07M
BONH
825
Bank of New Hampshire
New Hampshire
$3.07M