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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
HL
826
HeadInvest LLC
Maine
$3.07M -$164K -452 -5%
AAP
827
Arax Advisory Partners
Colorado
$3.07M +$2.14M +5,882 +253%
CPA
828
Capital Planning Advisors
California
$3.07M +$282K +775 +10%
BONH
829
Bank of New Hampshire
New Hampshire
$3.07M -$33.1K -91 -1%
TAFW
830
Tred Avon Family Wealth
Maryland
$3.05M +$2.96M +8,143 New
CSIC
831
Clifford Swan Investment Counsel
California
$3.02M +$5.09K +14 +0.2%
CAL
832
Capital Analysts LLC
Pennsylvania
$3.02M +$116K +320 +4%
CNBT
833
Canandaigua National Bank & Trust
New York
$3.01M +$26.9K +74 +0.9%
SFO
834
Stokes Family Office
Louisiana
$3.01M -$23.6K -65 -0.8%
NSIM
835
North Star Investment Management
Illinois
$2.99M
ECM
836
Evergreen Capital Management
Washington
$2.99M +$230K +633 +9%
SC
837
Savant Capital
Illinois
$2.98M +$121K +333 +4%
PP
838
Patten & Patten
Tennessee
$2.97M +$6.18K +17 +0.2%
MWM
839
MGB Wealth Management
Texas
$2.97M -$375K -1,031 -11%
AS
840
Altshuler Shaham
Israel
$2.94M +$868K +2,387 +44%
DWM
841
Dakota Wealth Management
Florida
$2.93M -$514K -1,413 -15%
CFIA
842
Cantor Fitzgerald Investment Advisors
New York
$2.93M -$551K -1,514 -16%
IA
843
IFP Advisors
Florida
$2.93M +$541K +1,488 +23%
FHWM
844
Fox Hill Wealth Management
Massachusetts
$2.92M +$272K +749 +11%
HWAM
845
Hennion & Walsh Asset Management
New Jersey
$2.91M -$28.4K -78 -1%
HA
846
Herold Advisors
New York
$2.91M
JSC
847
Jackson Square Capital
California
$2.91M -$374K -1,029 -12%
RC
848
Roundview Capital
New Jersey
$2.9M -$283K -779 -9%
DT
849
Diversified Trust
Tennessee
$2.89M -$65.1K -179 -2%
SB
850
Simmons Bank
Arkansas
$2.87M +$150K +412 +6%