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
VI
851
Vestcor Inc
New Brunswick, Canada
$2.84M
SIC
852
Samalin Investment Counsel
New York
$2.83M
FRA
853
Frank Rimerman Advisors
California
$2.81M
LWP
854
LMG Wealth Partners
Louisiana
$2.8M
PP
855
Prudential plc
United Kingdom
$2.79M
AMIM
856
Aull & Monroe Investment Management
Alabama
$2.79M
WA
857
Wealth Alliance
New York
$2.79M
MSE
858
MUFG Securities EMEA
United Kingdom
$2.79M
FRA
859
Front Row Advisors
California
$2.79M
IFWM
860
Institute for Wealth Management
Colorado
$2.79M
VWM
861
Vivid Wealth Management
Iowa
$2.78M
HFO
862
Heritage Family Offices
Arizona
$2.78M
HP
863
Hilltop Partners
Indiana
$2.77M
CWP
864
Cyndeo Wealth Partners
Florida
$2.76M
SC
865
Syon Capital
California
$2.75M
SIAP
866
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.74M
AWA
867
Aaron Wealth Advisors
Illinois
$2.72M
BA
868
Bridgewater Associates
Connecticut
$2.72M
CC
869
Cypress Capital
Tennessee
$2.71M
RWM
870
Ritholtz Wealth Management
New York
$2.71M
WTA
871
Washington Trust Advisors
Massachusetts
$2.7M
BDL
872
Bey-Douglas LLC
Georgia
$2.68M
CWP
873
Concord Wealth Partners
Virginia
$2.67M
AA
874
Altman Advisors
Illinois
$2.66M
CAMV
875
Concord Asset Management (Virginia)
Virginia
$2.65M