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
VA
926
Valmark Advisers
Ohio
$2.36M
MPWS
927
McCarter Private Wealth Services
Massachusetts
$2.36M
NL
928
NWAM LLC
Washington
$2.36M
GWM
929
Glass Wealth Management
Texas
$2.35M
TP
930
Tranquility Partners
Tennessee
$2.34M
AMCA
931
Arthur M. Cohen & Associates
Illinois
$2.33M
PWAM
932
Private Wealth Asset Management
Iowa
$2.32M
CCWM
933
Cassaday & Co Wealth Management
Virginia
$2.31M
NB
934
Nicolet Bankshares
Wisconsin
$2.31M
HWA
935
HCR Wealth Advisors
California
$2.3M
SC
936
Scholtz & Company
Connecticut
$2.29M
CFG
937
Cooper Financial Group
California
$2.29M
VAG
938
VisionPoint Advisory Group
Texas
$2.28M
WPC
939
Wedmont Private Capital
Pennsylvania
$2.27M
TAM
940
Tocqueville Asset Management
New York
$2.27M
IGGA
941
Iron Gate Global Advisors
Utah
$2.27M
NLGIA
942
Nippon Life Global Investors Americas
New York
$2.27M
DAM
943
Doheny Asset Management
California
$2.26M
PDL
944
Portfolio Design Labs
California
$2.26M
NP
945
NorthRock Partners
Minnesota
$2.24M
TFP
946
Tilia Fiduciary Partners
North Carolina
$2.23M
HPG
947
Harvest Portfolios Group
Ontario, Canada
$2.23M
CAAS
948
Capital Asset Advisory Services
Michigan
$2.23M
CIAS
949
Capital Investment Advisory Services
North Carolina
$2.22M
GLA
950
Great Lakes Advisors
Illinois
$2.22M