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
RSWM
901
Robertson Stephens Wealth Management
California
$2.44M
CA
902
Claro Advisors
Massachusetts
$2.44M
FFA
903
Founders Financial Alliance
North Carolina
$2.44M
MCCP
904
Mission Creek Capital Partners
California
$2.43M
FBT
905
First Bankers Trust
Kentucky
$2.43M
PP
906
PDS Planning
Ohio
$2.43M
IBOK
907
Independence Bank of Kentucky
Kentucky
$2.43M
DWM
908
Darwin Wealth Management
Florida
$2.43M
1W
909
1776 Wealth
Georgia
$2.43M
CBA
910
Coastal Bridge Advisors
Connecticut
$2.42M
CAG
911
Csenge Advisory Group
Florida
$2.42M
CAMG
912
CWA Asset Management Group
Florida
$2.41M
WSFS
913
Wilmington Savings Fund Society
Delaware
$2.4M
DGM
914
Delta Global Management
New York
$2.39M
RGF
915
Retirement Guys Formula
Ohio
$2.39M
HCA
916
Harbor Capital Advisors
Illinois
$2.38M
TIA
917
Trust Investment Advisors
Indiana
$2.38M
TRCT
918
Tower Research Capital (TRC)
New York
$2.38M
ES
919
Element Squared
Minnesota
$2.38M
OIA
920
OneDigital Investment Advisors
Kansas
$2.37M
FB
921
Fulton Bank
Pennsylvania
$2.37M
SCTC
922
Sanibel Captiva Trust Company
Florida
$2.37M
MFGM
923
Marshall Financial Group (Maryland)
Maryland
$2.37M
VA
924
Valmark Advisers
Ohio
$2.36M
MPWS
925
McCarter Private Wealth Services
Massachusetts
$2.36M