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
AA
801
Apriem Advisors
California
$3.22M
CRC
802
Curi RMB Capital
Illinois
$3.21M
SMC
803
Smith, Moore & Co
Missouri
$3.2M
NI
804
Natural Investments
California
$3.19M
SF
805
Summit Financial
New Jersey
$3.18M
CAM
806
Cypress Asset Management
Texas
$3.18M
IC
807
IEQ Capital
California
$3.18M
DWG
808
Darden Wealth Group
Michigan
$3.17M
CA
809
CoreCap Advisors
Michigan
$3.14M
WAP
810
Wealthcare Advisory Partners
Pennsylvania
$3.14M
JCM
811
Jacobi Capital Management
Pennsylvania
$3.13M
RBA
812
Richard Bernstein Advisors
New York
$3.13M
BIG
813
Brooklyn Investment Group
New York
$3.12M
WSCM
814
Wellington Shields Capital Management
New York
$3.12M
IWC
815
Integrated Wealth Concepts
Massachusetts
$3.11M
FG
816
Fiduciary Group
Georgia
$3.11M
OPTFSNA
817
Old Point Trust & Financial Services N A
Virginia
$3.1M
HWMO
818
Heritage Wealth Management (Ohio)
Ohio
$3.09M
HL
819
HeadInvest LLC
Maine
$3.07M
AAP
820
Arax Advisory Partners
Colorado
$3.07M
CPA
821
Capital Planning Advisors
California
$3.07M
BONH
822
Bank of New Hampshire
New Hampshire
$3.07M
TAFW
823
Tred Avon Family Wealth
Maryland
$3.05M
CSIC
824
Clifford Swan Investment Counsel
California
$3.02M
CAL
825
Capital Analysts LLC
Pennsylvania
$3.02M