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
TAFW
826
Tred Avon Family Wealth
Maryland
$3.05M
CSIC
827
Clifford Swan Investment Counsel
California
$3.02M
CAL
828
Capital Analysts LLC
Pennsylvania
$3.02M
CNBT
829
Canandaigua National Bank & Trust
New York
$3.01M
SFO
830
Stokes Family Office
Louisiana
$3.01M
NSIM
831
North Star Investment Management
Illinois
$2.99M
ECM
832
Evergreen Capital Management
Washington
$2.99M
PP
833
Patten & Patten
Tennessee
$2.97M
MWM
834
MGB Wealth Management
Texas
$2.97M
IA
835
IFP Advisors
Florida
$2.94M
AS
836
Altshuler Shaham
Israel
$2.94M
DWM
837
Dakota Wealth Management
Florida
$2.93M
CFIA
838
Cantor Fitzgerald Investment Advisors
New York
$2.93M
FHWM
839
Fox Hill Wealth Management
Massachusetts
$2.92M
HWAM
840
Hennion & Walsh Asset Management
New Jersey
$2.91M
HA
841
Herold Advisors
New York
$2.91M
JSC
842
Jackson Square Capital
California
$2.91M
RC
843
Roundview Capital
New Jersey
$2.9M
DT
844
Diversified Trust
Tennessee
$2.89M
SB
845
Simmons Bank
Arkansas
$2.87M
AWA
846
Arkadios Wealth Advisors
Georgia
$2.86M
BC
847
Burney Company
Virginia
$2.86M
VI
848
Vestcor Inc
New Brunswick, Canada
$2.84M
SIC
849
Samalin Investment Counsel
New York
$2.83M
FRA
850
Frank Rimerman Advisors
California
$2.81M