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
DFC
1076
DB Fitzpatrick & Co
Idaho
$1.55M
PWMAG
1077
Pinnacle Wealth Management Advisory Group
New Jersey
$1.54M
SWM
1078
Sculati Wealth Management
Michigan
$1.54M
IWA
1079
IVC Wealth Advisors
Pennsylvania
$1.53M
PFC
1080
Phocas Financial Corp
California
$1.53M
CA
1081
Cullinan Associates
Kentucky
$1.53M
SWM
1082
SeaCrest Wealth Management
New York
$1.53M
FAM
1083
Formidable Asset Management
Ohio
$1.52M
FWIA
1084
Fort Washington Investment Advisors
Ohio
$1.51M
DBRC
1085
D.B. Root & Company
Pennsylvania
$1.51M
ATS
1086
Ashton Thomas Securities
New York
$1.51M
SPC
1087
Spirepoint Private Client
Florida
$1.51M
SCP
1088
Stamos Capital Partners
California
$1.5M
A
1089
Allianz
Germany
$1.5M
A
1090
Argentarii
Ohio
$1.5M
PFBT
1091
Parkside Financial Bank & Trust
Missouri
$1.5M
RCS
1092
Retirement Capital Strategies
California
$1.5M
DIM
1093
Delta Investment Management
California
$1.49M
WSC
1094
Wellington Shields & Co
New York
$1.49M
ZIC
1095
ZWJ Investment Counsel
Georgia
$1.48M
STCG
1096
Speece Thorson Capital Group
Minnesota
$1.47M
O
1097
Ossiam
France
$1.47M
IWA
1098
Invera Wealth Advisors
Oregon
$1.46M
BCG
1099
Breakwater Capital Group
New Jersey
$1.46M
LC
1100
LCNB Corp
Ohio
$1.46M