2,360 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, 973 increasing their positions, 780 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: 83.77%81.82% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,360
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
BONH
826
Bank of New Hampshire
New Hampshire
$3.07M
TAFW
827
Tred Avon Family Wealth
Maryland
$3.05M
CSIC
828
Clifford Swan Investment Counsel
California
$3.02M
CAL
829
Capital Analysts LLC
Pennsylvania
$3.02M
CNBT
830
Canandaigua National Bank & Trust
New York
$3.01M
SFO
831
Stokes Family Office
Louisiana
$3.01M
NSIM
832
North Star Investment Management
Illinois
$2.99M
ECM
833
Evergreen Capital Management
Washington
$2.99M
PP
834
Patten & Patten
Tennessee
$2.97M
MWM
835
MGB Wealth Management
Texas
$2.97M
IA
836
IFP Advisors
Florida
$2.94M
AS
837
Altshuler Shaham
Israel
$2.94M
DWM
838
Dakota Wealth Management
Florida
$2.93M
CFIA
839
Cantor Fitzgerald Investment Advisors
New York
$2.93M
FHWM
840
Fox Hill Wealth Management
Massachusetts
$2.92M
HWAM
841
Hennion & Walsh Asset Management
New Jersey
$2.91M
HA
842
Herold Advisors
New York
$2.91M
JSC
843
Jackson Square Capital
California
$2.91M
RC
844
Roundview Capital
New Jersey
$2.9M
DT
845
Diversified Trust
Tennessee
$2.89M
SB
846
Simmons Bank
Arkansas
$2.87M
AWA
847
Arkadios Wealth Advisors
Georgia
$2.86M
BC
848
Burney Company
Virginia
$2.86M
VI
849
Vestcor Inc
New Brunswick, Canada
$2.84M
SIC
850
Samalin Investment Counsel
New York
$2.83M