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
CNBT
826
Canandaigua National Bank & Trust
New York
$3.01M
SFO
827
Stokes Family Office
Louisiana
$3.01M
NSIM
828
North Star Investment Management
Illinois
$2.99M
ECM
829
Evergreen Capital Management
Washington
$2.99M
PP
830
Patten & Patten
Tennessee
$2.97M
MWM
831
MGB Wealth Management
Texas
$2.97M
AS
832
Altshuler Shaham
Israel
$2.94M
DWM
833
Dakota Wealth Management
Florida
$2.93M
CFIA
834
Cantor Fitzgerald Investment Advisors
New York
$2.93M
FHWM
835
Fox Hill Wealth Management
Massachusetts
$2.92M
HWAM
836
Hennion & Walsh Asset Management
New Jersey
$2.91M
HA
837
Herold Advisors
New York
$2.91M
JSC
838
Jackson Square Capital
California
$2.91M
RC
839
Roundview Capital
New Jersey
$2.9M
DT
840
Diversified Trust
Tennessee
$2.89M
SB
841
Simmons Bank
Arkansas
$2.87M
AWA
842
Arkadios Wealth Advisors
Georgia
$2.86M
BC
843
Burney Company
Virginia
$2.86M
VI
844
Vestcor Inc
New Brunswick, Canada
$2.84M
SIC
845
Samalin Investment Counsel
New York
$2.83M
FRA
846
Frank Rimerman Advisors
California
$2.81M
LWP
847
LMG Wealth Partners
Louisiana
$2.8M
PP
848
Prudential plc
United Kingdom
$2.79M
AMIM
849
Aull & Monroe Investment Management
Alabama
$2.79M
WA
850
Wealth Alliance
New York
$2.79M