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
WWM
1001
Whalen Wealth Management
Nevada
$1.88M
TAM
1002
Tealwood Asset Management
Minnesota
$1.88M
NAAA
1003
New Age Alpha Advisors
New York
$1.87M
SCM
1004
Sandler Capital Management
New York
$1.87M
AWE
1005
Avidian Wealth Enterprises
Texas
$1.86M
FM
1006
Foster & Motley
Ohio
$1.86M
CB
1007
CNB Bank
Pennsylvania
$1.85M
PWAM
1008
Papamarkou Wellner Asset Management
New York
$1.84M
CIC
1009
Crawford Investment Counsel
Georgia
$1.84M
MG
1010
Mather Group
Illinois
$1.83M
MTC
1011
Matrix Trust Company
Colorado
$1.83M
CAM
1012
Covenant Asset Management
New Jersey
$1.82M
SB
1013
Strategic Blueprint
Georgia
$1.82M
LS
1014
Leelyn Smith
Illinois
$1.82M
PWP
1015
Private Wealth Partners
California
$1.81M
SIC
1016
Sterling Investment Counsel
New York
$1.8M
CIA
1017
Choate Investment Advisors
Massachusetts
$1.8M
NP
1018
Nilsine Partners
Colorado
$1.8M
FFM
1019
Forum Financial Management
Illinois
$1.8M
ZF
1020
Zhang Financial
Michigan
$1.8M
MIM
1021
MTM Investment Management
South Carolina
$1.8M
RC
1022
Rithm Capital
New York
$1.8M
EPIMS
1023
Evelyn Partners Investment Management Services
$1.79M
ONB
1024
Old National Bancorp
Indiana
$1.79M
OBWG
1025
Onyx Bridge Wealth Group
New York
$1.79M