We are live on ! Find out more

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
AA
876
Altman Advisors
Illinois
$2.66M -$364 -1 -0%
CAMV
877
Concord Asset Management (Virginia)
Virginia
$2.65M +$2.55K +7 +0.1%
CT
878
Coastline Trust
Rhode Island
$2.65M
WC
879
Waterloo Capital
Texas
$2.65M +$529K +1,454 +26%
Fidelity International
880
Fidelity International
Bermuda
$2.64M -$81.8M -224,785 -97%
AC
881
AlphaCore Capital
California
$2.64M +$214K +589 +9%
EA
882
Ellsworth Advisors
Ohio
$2.63M +$2.29M +6,287 +1,041%
SLA
883
Silver Lake Advisory
Utah
$2.63M
CWP
884
Capital Wealth Planning
Florida
$2.63M +$2.55M +7,017 New
Simplex Trading
885
Simplex Trading
Illinois
$2.62M +$2.55M +7,000 New
DAS
886
DMKC Advisory Services
Iowa
$2.62M -$10.2K -28 -0.4%
GAAM
887
Guinness Atkinson Asset Management
California
$2.61M +$2.58M +7,106 New
BWP
888
Burling Wealth Partners
Illinois
$2.59M +$2.52M +6,930 New
AG
889
Ascent Group
Virginia
$2.57M +$945K +2,599 +61%
FMTCOCP
890
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.56M -$79.7K -219 -3%
DWT
891
Dorsey & Whitney Trust
South Dakota
$2.56M +$5.46K +15 +0.2%
AWM
892
Aviso Wealth Management
Washington
$2.55M -$80.7K -222 -3%
QIM
893
Quantitative Investment Management
Virginia
$2.55M +$2.47M +6,804 New
PPWP
894
Premier Path Wealth Partners
New Jersey
$2.54M -$16K -44 -0.6%
BWG
895
Berry Wealth Group
Texas
$2.54M -$4.57M -12,570 -65%
MYIA
896
Mount Yale Investment Advisors
Colorado
$2.53M +$1.89M +5,206 +337%
PWP
897
Principle Wealth Partners
Connecticut
$2.51M -$20K -55 -0.8%
CIA
898
Capital Investment Advisors
Georgia
$2.5M +$49.1K +135 +2%
FG
899
Foster Group
Iowa
$2.5M +$5.82K +16 +0.2%
ES
900
Eagle Strategies
New York
$2.49M +$25.1K +69 +1%