2,360 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, 973 increasing their positions, 780 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: 83.77%81.82% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,360
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
OFS
1076
Oldfather Financial Services
Nebraska
$1.59M
SWM
1077
Shelton Wealth Management
Texas
$1.58M
EB
1078
Emprise Bank
Kansas
$1.57M
SIP
1079
Stoneridge Investment Partners
Pennsylvania
$1.57M
CCG
1080
Cloverfields Capital Group
Minnesota
$1.56M
IIC
1081
Ironwood Investment Counsel
Arizona
$1.56M
DFC
1082
DB Fitzpatrick & Co
Idaho
$1.55M
PWMAG
1083
Pinnacle Wealth Management Advisory Group
New Jersey
$1.54M
SWM
1084
Sculati Wealth Management
Michigan
$1.54M
IWA
1085
IVC Wealth Advisors
Pennsylvania
$1.53M
PFC
1086
Phocas Financial Corp
California
$1.53M
FNB
1087
Farmers National Bank
Kentucky
$1.53M
CA
1088
Cullinan Associates
Kentucky
$1.53M
SWM
1089
SeaCrest Wealth Management
New York
$1.53M
FAM
1090
Formidable Asset Management
Ohio
$1.52M
FWIA
1091
Fort Washington Investment Advisors
Ohio
$1.51M
DBRC
1092
D.B. Root & Company
Pennsylvania
$1.51M
ATS
1093
Ashton Thomas Securities
New York
$1.51M
SPC
1094
Spirepoint Private Client
Florida
$1.51M
SCP
1095
Stamos Capital Partners
California
$1.5M
A
1096
Allianz
Germany
$1.5M
A
1097
Argentarii
Ohio
$1.5M
PFBT
1098
Parkside Financial Bank & Trust
Missouri
$1.5M
RCS
1099
Retirement Capital Strategies
California
$1.5M
DIM
1100
Delta Investment Management
California
$1.49M