2,346 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 207 funds opening new positions, 968 increasing their positions, 776 reducing their positions, and 108 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 (+$2.33B)

1.89% less ownership

Funds ownership: 83.61%81.72% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,346
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
MSE
851
MUFG Securities EMEA
United Kingdom
$2.79M
FRA
852
Front Row Advisors
California
$2.79M
IFWM
853
Institute for Wealth Management
Colorado
$2.79M
VWM
854
Vivid Wealth Management
Iowa
$2.78M
HFO
855
Heritage Family Offices
Arizona
$2.78M
HP
856
Hilltop Partners
Indiana
$2.77M
CWP
857
Cyndeo Wealth Partners
Florida
$2.76M
SC
858
Syon Capital
California
$2.75M
SIAP
859
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.74M
AWA
860
Aaron Wealth Advisors
Illinois
$2.72M
BA
861
Bridgewater Associates
Connecticut
$2.72M
CC
862
Cypress Capital
Tennessee
$2.71M
RWM
863
Ritholtz Wealth Management
New York
$2.71M
WTA
864
Washington Trust Advisors
Massachusetts
$2.7M
BDL
865
Bey-Douglas LLC
Georgia
$2.68M
CWP
866
Concord Wealth Partners
Virginia
$2.67M
AA
867
Altman Advisors
Illinois
$2.66M
CAMV
868
Concord Asset Management (Virginia)
Virginia
$2.65M
CT
869
Coastline Trust
Rhode Island
$2.65M
WC
870
Waterloo Capital
Texas
$2.65M
Fidelity International
871
Fidelity International
Bermuda
$2.64M
AC
872
AlphaCore Capital
California
$2.64M
EA
873
Ellsworth Advisors
Ohio
$2.63M
SLA
874
Silver Lake Advisory
Utah
$2.63M
CWP
875
Capital Wealth Planning
Florida
$2.63M