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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
AWA
851
Arkadios Wealth Advisors
Georgia
$2.86M +$1.02M +2,816 +58%
BC
852
Burney Company
Virginia
$2.86M -$487K -1,340 -15%
VI
853
Vestcor Inc
New Brunswick, Canada
$2.84M -$132K -363 -5%
SIC
854
Samalin Investment Counsel
New York
$2.83M +$33.5K +92 +1%
FRA
855
Frank Rimerman Advisors
California
$2.81M -$6.18K -17 -0.2%
LWP
856
LMG Wealth Partners
Louisiana
$2.8M -$12.7K -35 -0.5%
PP
857
Prudential plc
United Kingdom
$2.79M +$406K +1,116 +18%
AMIM
858
Aull & Monroe Investment Management
Alabama
$2.79M +$101K +278 +4%
WA
859
Wealth Alliance
New York
$2.79M -$48.7K -134 -2%
MSE
860
MUFG Securities EMEA
United Kingdom
$2.79M +$2.29M +6,295 +545%
FRA
861
Front Row Advisors
California
$2.79M -$75.7K -208 -3%
IFWM
862
Institute for Wealth Management
Colorado
$2.79M +$10.2K +28 +0.4%
VWM
863
Vivid Wealth Management
Iowa
$2.78M -$2.18K -6 -0.1%
HFO
864
Heritage Family Offices
Arizona
$2.78M +$2.7M +7,424 New
HP
865
Hilltop Partners
Indiana
$2.77M
CWP
866
Cyndeo Wealth Partners
Florida
$2.76M +$1.28M +3,511 +91%
SC
867
Syon Capital
California
$2.75M +$139K +383 +6%
SIAP
868
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.74M +$72.4K +199 +3%
AWA
869
Aaron Wealth Advisors
Illinois
$2.72M +$7.64K +21 +0.3%
BA
870
Bridgewater Associates
Connecticut
$2.72M +$2.64M +7,270 New
CC
871
Cypress Capital
Tennessee
$2.71M -$680K -1,870 -21%
RWM
872
Ritholtz Wealth Management
New York
$2.71M +$179K +492 +7%
WTA
873
Washington Trust Advisors
Massachusetts
$2.7M +$31.3K +86 +1%
BDL
874
Bey-Douglas LLC
Georgia
$2.68M -$658K -1,810 -20%
CWP
875
Concord Wealth Partners
Virginia
$2.67M +$19.6K +54 +0.8%