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
PFS
901
Physicians Financial Services
North Carolina
$2.46M
SCM
902
Summerhill Capital Management
Ontario, Canada
$2.44M
RSWM
903
Robertson Stephens Wealth Management
California
$2.44M
CA
904
Claro Advisors
Massachusetts
$2.44M
FFA
905
Founders Financial Alliance
North Carolina
$2.44M
MCCP
906
Mission Creek Capital Partners
California
$2.43M
FBT
907
First Bankers Trust
Kentucky
$2.43M
PP
908
PDS Planning
Ohio
$2.43M
IBOK
909
Independence Bank of Kentucky
Kentucky
$2.43M
DWM
910
Darwin Wealth Management
Florida
$2.43M
1W
911
1776 Wealth
Georgia
$2.43M
CBA
912
Coastal Bridge Advisors
Connecticut
$2.42M
CAG
913
Csenge Advisory Group
Florida
$2.42M
CAMG
914
CWA Asset Management Group
Florida
$2.41M
WSFS
915
Wilmington Savings Fund Society
Delaware
$2.4M
DGM
916
Delta Global Management
New York
$2.39M
RGF
917
Retirement Guys Formula
Ohio
$2.39M
HCA
918
Harbor Capital Advisors
Illinois
$2.38M
TIA
919
Trust Investment Advisors
Indiana
$2.38M
TRCT
920
Tower Research Capital (TRC)
New York
$2.38M
ES
921
Element Squared
Minnesota
$2.38M
OIA
922
OneDigital Investment Advisors
Kansas
$2.37M
FB
923
Fulton Bank
Pennsylvania
$2.37M
SCTC
924
Sanibel Captiva Trust Company
Florida
$2.37M
MFGM
925
Marshall Financial Group (Maryland)
Maryland
$2.37M