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
AC
876
AlphaCore Capital
California
$2.64M
EA
877
Ellsworth Advisors
Ohio
$2.63M
SLA
878
Silver Lake Advisory
Utah
$2.63M
CWP
879
Capital Wealth Planning
Florida
$2.63M
Simplex Trading
880
Simplex Trading
Illinois
$2.62M
DAS
881
DMKC Advisory Services
Iowa
$2.62M
GAAM
882
Guinness Atkinson Asset Management
California
$2.61M
BWP
883
Burling Wealth Partners
Illinois
$2.59M
AG
884
Ascent Group
Virginia
$2.57M
FMTCOCP
885
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.56M
DWT
886
Dorsey & Whitney Trust
South Dakota
$2.56M
AWM
887
Aviso Wealth Management
Washington
$2.55M
QIM
888
Quantitative Investment Management
Virginia
$2.55M
PPWP
889
Premier Path Wealth Partners
New Jersey
$2.54M
BWG
890
Berry Wealth Group
Texas
$2.54M
MYIA
891
Mount Yale Investment Advisors
Colorado
$2.53M
PWP
892
Principle Wealth Partners
Connecticut
$2.51M
CIA
893
Capital Investment Advisors
Georgia
$2.5M
FG
894
Foster Group
Iowa
$2.5M
ES
895
Eagle Strategies
New York
$2.49M
IB
896
Intrust Bank
Kansas
$2.49M
AFG
897
Atomi Financial Group
New York
$2.48M
PFS
898
Physicians Financial Services
North Carolina
$2.46M
SCM
899
Summerhill Capital Management
Ontario, Canada
$2.44M
RSWM
900
Robertson Stephens Wealth Management
California
$2.44M