2,375 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, 981 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
2,375
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
CPBTD
1001
Central Pacific Bank - Trust Division
Hawaii
$1.89M
SAG
1002
SageView Advisory Group
California
$1.89M
FB
1003
First Bancorp
Maine
$1.88M
NCM
1004
NCM Capital Management
New Jersey
$1.88M
WWM
1005
Whalen Wealth Management
Nevada
$1.88M
TAM
1006
Tealwood Asset Management
Minnesota
$1.88M
NAAA
1007
New Age Alpha Advisors
New York
$1.87M
SCM
1008
Sandler Capital Management
New York
$1.87M
AWE
1009
Avidian Wealth Enterprises
Texas
$1.86M
FM
1010
Foster & Motley
Ohio
$1.86M
CB
1011
CNB Bank
Pennsylvania
$1.85M
PWAM
1012
Papamarkou Wellner Asset Management
New York
$1.84M
CIC
1013
Crawford Investment Counsel
Georgia
$1.84M
MG
1014
Mather Group
Illinois
$1.83M
MTC
1015
Matrix Trust Company
Colorado
$1.83M
CAM
1016
Covenant Asset Management
New Jersey
$1.82M
SB
1017
Strategic Blueprint
Georgia
$1.82M
LS
1018
Leelyn Smith
Illinois
$1.82M
PWP
1019
Private Wealth Partners
California
$1.81M
SIC
1020
Sterling Investment Counsel
New York
$1.8M
CIA
1021
Choate Investment Advisors
Massachusetts
$1.8M
NP
1022
Nilsine Partners
Colorado
$1.8M
FFM
1023
Forum Financial Management
Illinois
$1.8M
ZF
1024
Zhang Financial
Michigan
$1.8M
MIM
1025
MTM Investment Management
South Carolina
$1.8M