2,376 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, 982 increasing their positions, 783 reducing their positions, and 109 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 (+$2.22B)

1.92% less ownership

Funds ownership: 83.76%81.84% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,376
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
USCWA
801
U.S. Capital Wealth Advisors
Texas
$3.31M
HCCM
802
Hudson Canyon Capital Management
New York
$3.26M
DI
803
DAGCO Inc
Ohio
$3.25M
NWM
804
Northwest Wealth Management
Iowa
$3.23M
FMB
805
Field & Main Bank
Kentucky
$3.22M
AA
806
Apriem Advisors
California
$3.22M
CRC
807
Curi RMB Capital
Illinois
$3.21M
SMC
808
Smith, Moore & Co
Missouri
$3.2M
NI
809
Natural Investments
California
$3.19M
SF
810
Summit Financial
New Jersey
$3.18M
CAM
811
Cypress Asset Management
Texas
$3.18M
IC
812
IEQ Capital
California
$3.18M
DWG
813
Darden Wealth Group
Michigan
$3.17M
CA
814
CoreCap Advisors
Michigan
$3.14M
WAP
815
Wealthcare Advisory Partners
Pennsylvania
$3.14M
JCM
816
Jacobi Capital Management
Pennsylvania
$3.13M
RBA
817
Richard Bernstein Advisors
New York
$3.13M
BIG
818
Brooklyn Investment Group
New York
$3.12M
WSCM
819
Wellington Shields Capital Management
New York
$3.12M
IWC
820
Integrated Wealth Concepts
Massachusetts
$3.11M
FG
821
Fiduciary Group
Georgia
$3.11M
OPTFSNA
822
Old Point Trust & Financial Services N A
Virginia
$3.1M
HWMO
823
Heritage Wealth Management (Ohio)
Ohio
$3.09M
HL
824
HeadInvest LLC
Maine
$3.07M
AAP
825
Arax Advisory Partners
Colorado
$3.07M