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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
AAM
801
Azzad Asset Management
Virginia
$3.31M -$445K -1,223 -12%
USCWA
802
U.S. Capital Wealth Advisors
Texas
$3.31M -$92K -253 -3%
HCCM
803
Hudson Canyon Capital Management
New York
$3.26M -$141K -387 -4%
DI
804
DAGCO Inc
Ohio
$3.25M
NWM
805
Northwest Wealth Management
Iowa
$3.23M -$21.5K -59 -0.7%
FMB
806
Field & Main Bank
Kentucky
$3.22M -$61.1K -168 -2%
AA
807
Apriem Advisors
California
$3.22M -$121K -333 -4%
CRC
808
Curi RMB Capital
Illinois
$3.21M +$805K +2,212 +35%
SMC
809
Smith, Moore & Co
Missouri
$3.2M +$86.2K +237 +3%
NI
810
Natural Investments
California
$3.19M +$8.73K +24 +0.3%
SF
811
Summit Financial
New Jersey
$3.18M +$239K +656 +8%
CAM
812
Cypress Asset Management
Texas
$3.18M -$34.6K -95 -1%
IC
813
IEQ Capital
California
$3.18M -$10.7M -29,480 -78%
DWG
814
Darden Wealth Group
Michigan
$3.17M -$42.2K -116 -1%
CA
815
CoreCap Advisors
Michigan
$3.14M +$4.37K +12 +0.1%
WAP
816
Wealthcare Advisory Partners
Pennsylvania
$3.14M +$61.8K +170 +2%
JCM
817
Jacobi Capital Management
Pennsylvania
$3.13M +$47.3K +130 +2%
RBA
818
Richard Bernstein Advisors
New York
$3.13M -$4.02M -11,040 -57%
BIG
819
Brooklyn Investment Group
New York
$3.12M -$34.9K -96 -1%
WSCM
820
Wellington Shields Capital Management
New York
$3.12M
IFG
821
Independent Financial Group
California
$3.11M +$253K +695 +9%
IWC
822
Integrated Wealth Concepts
Massachusetts
$3.11M -$98.9K -272 -3%
FG
823
Fiduciary Group
Georgia
$3.11M +$11.6K +32 +0.4%
OPTFSNA
824
Old Point Trust & Financial Services N A
Virginia
$3.1M +$14.5K +40 +0.5%
HWMO
825
Heritage Wealth Management (Ohio)
Ohio
$3.09M -$68K -187 -2%