2,346 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 207 funds opening new positions, 968 increasing their positions, 776 reducing their positions, and 108 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 (+$2.33B)

1.89% less ownership

Funds ownership: 83.61%81.72% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,346
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
AWE
1001
Avidian Wealth Enterprises
Texas
$1.86M
FM
1002
Foster & Motley
Ohio
$1.86M
CB
1003
CNB Bank
Pennsylvania
$1.85M
PWAM
1004
Papamarkou Wellner Asset Management
New York
$1.84M
CIC
1005
Crawford Investment Counsel
Georgia
$1.84M
MG
1006
Mather Group
Illinois
$1.83M
MTC
1007
Matrix Trust Company
Colorado
$1.83M
CAM
1008
Covenant Asset Management
New Jersey
$1.82M
SB
1009
Strategic Blueprint
Georgia
$1.82M
LS
1010
Leelyn Smith
Illinois
$1.82M
PWP
1011
Private Wealth Partners
California
$1.81M
SIC
1012
Sterling Investment Counsel
New York
$1.8M
CIA
1013
Choate Investment Advisors
Massachusetts
$1.8M
NP
1014
Nilsine Partners
Colorado
$1.8M
FFM
1015
Forum Financial Management
Illinois
$1.8M
ZF
1016
Zhang Financial
Michigan
$1.8M
MIM
1017
MTM Investment Management
South Carolina
$1.8M
RC
1018
Rithm Capital
New York
$1.8M
EPIMS
1019
Evelyn Partners Investment Management Services
$1.79M
ONB
1020
Old National Bancorp
Indiana
$1.79M
OBWG
1021
Onyx Bridge Wealth Group
New York
$1.79M
WWM
1022
Western Wealth Management
Colorado
$1.77M
PA
1023
Procyon Advisors
Connecticut
$1.77M
OHWP
1024
Oak Harbor Wealth Partners
North Carolina
$1.76M
MNBTD
1025
Moody National Bank Trust Division
Texas
$1.75M