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
LWP
851
LMG Wealth Partners
Louisiana
$2.8M
PP
852
Prudential plc
United Kingdom
$2.79M
AMIM
853
Aull & Monroe Investment Management
Alabama
$2.79M
WA
854
Wealth Alliance
New York
$2.79M
MSE
855
MUFG Securities EMEA
United Kingdom
$2.79M
FRA
856
Front Row Advisors
California
$2.79M
IFWM
857
Institute for Wealth Management
Colorado
$2.79M
VWM
858
Vivid Wealth Management
Iowa
$2.78M
HFO
859
Heritage Family Offices
Arizona
$2.78M
HP
860
Hilltop Partners
Indiana
$2.77M
CWP
861
Cyndeo Wealth Partners
Florida
$2.76M
SC
862
Syon Capital
California
$2.75M
SIAP
863
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.74M
AWA
864
Aaron Wealth Advisors
Illinois
$2.72M
BA
865
Bridgewater Associates
Connecticut
$2.72M
CC
866
Cypress Capital
Tennessee
$2.71M
RWM
867
Ritholtz Wealth Management
New York
$2.71M
WTA
868
Washington Trust Advisors
Massachusetts
$2.7M
BDL
869
Bey-Douglas LLC
Georgia
$2.68M
CWP
870
Concord Wealth Partners
Virginia
$2.67M
AA
871
Altman Advisors
Illinois
$2.66M
CAMV
872
Concord Asset Management (Virginia)
Virginia
$2.65M
CT
873
Coastline Trust
Rhode Island
$2.65M
WC
874
Waterloo Capital
Texas
$2.65M
Fidelity International
875
Fidelity International
Bermuda
$2.64M