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
CPA
826
Capital Planning Advisors
California
$3.07M
BONH
827
Bank of New Hampshire
New Hampshire
$3.07M
TAFW
828
Tred Avon Family Wealth
Maryland
$3.05M
CSIC
829
Clifford Swan Investment Counsel
California
$3.02M
CAL
830
Capital Analysts LLC
Pennsylvania
$3.02M
CNBT
831
Canandaigua National Bank & Trust
New York
$3.01M
SFO
832
Stokes Family Office
Louisiana
$3.01M
NSIM
833
North Star Investment Management
Illinois
$2.99M
ECM
834
Evergreen Capital Management
Washington
$2.99M
SC
835
Savant Capital
Illinois
$2.98M
PP
836
Patten & Patten
Tennessee
$2.97M
MWM
837
MGB Wealth Management
Texas
$2.97M
AS
838
Altshuler Shaham
Israel
$2.94M
DWM
839
Dakota Wealth Management
Florida
$2.93M
CFIA
840
Cantor Fitzgerald Investment Advisors
New York
$2.93M
IA
841
IFP Advisors
Florida
$2.93M
FHWM
842
Fox Hill Wealth Management
Massachusetts
$2.92M
HWAM
843
Hennion & Walsh Asset Management
New Jersey
$2.91M
HA
844
Herold Advisors
New York
$2.91M
JSC
845
Jackson Square Capital
California
$2.91M
RC
846
Roundview Capital
New Jersey
$2.9M
DT
847
Diversified Trust
Tennessee
$2.89M
SB
848
Simmons Bank
Arkansas
$2.87M
AWA
849
Arkadios Wealth Advisors
Georgia
$2.86M
BC
850
Burney Company
Virginia
$2.86M