2,360 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, 973 increasing their positions, 780 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: 83.77%81.82% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,360
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
FRA
851
Frank Rimerman Advisors
California
$2.81M
LWP
852
LMG Wealth Partners
Louisiana
$2.8M
PP
853
Prudential plc
United Kingdom
$2.79M
AMIM
854
Aull & Monroe Investment Management
Alabama
$2.79M
WA
855
Wealth Alliance
New York
$2.79M
MSE
856
MUFG Securities EMEA
United Kingdom
$2.79M
FRA
857
Front Row Advisors
California
$2.79M
IFWM
858
Institute for Wealth Management
Colorado
$2.79M
VWM
859
Vivid Wealth Management
Iowa
$2.78M
HFO
860
Heritage Family Offices
Arizona
$2.78M
HP
861
Hilltop Partners
Indiana
$2.77M
CWP
862
Cyndeo Wealth Partners
Florida
$2.76M
SC
863
Syon Capital
California
$2.75M
SIAP
864
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.74M
AWA
865
Aaron Wealth Advisors
Illinois
$2.72M
BA
866
Bridgewater Associates
Connecticut
$2.72M
CC
867
Cypress Capital
Tennessee
$2.71M
RWM
868
Ritholtz Wealth Management
New York
$2.71M
WTA
869
Washington Trust Advisors
Massachusetts
$2.7M
BDL
870
Bey-Douglas LLC
Georgia
$2.68M
CWP
871
Concord Wealth Partners
Virginia
$2.67M
AA
872
Altman Advisors
Illinois
$2.66M
CAMV
873
Concord Asset Management (Virginia)
Virginia
$2.65M
CT
874
Coastline Trust
Rhode Island
$2.65M
WC
875
Waterloo Capital
Texas
$2.65M