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
RCS
1101
Retirement Capital Strategies
California
$1.5M
DIM
1102
Delta Investment Management
California
$1.49M
WSC
1103
Wellington Shields & Co
New York
$1.49M
ZIC
1104
ZWJ Investment Counsel
Georgia
$1.48M
STCG
1105
Speece Thorson Capital Group
Minnesota
$1.47M
O
1106
Ossiam
France
$1.47M
IWA
1107
Invera Wealth Advisors
Oregon
$1.46M
BCG
1108
Breakwater Capital Group
New Jersey
$1.46M
LC
1109
LCNB Corp
Ohio
$1.46M
KA
1110
KLCM Advisors
Wisconsin
$1.45M
FCCM
1111
First City Capital Management
Georgia
$1.45M
MFA
1112
Mayflower Financial Advisors
Massachusetts
$1.43M
MFIM
1113
Mesirow Financial Investment Management
Illinois
$1.43M
FMII
1114
Farmers & Merchants Investments Inc
Nebraska
$1.43M
CI
1115
Cigna Investments
Connecticut
$1.43M
FIA
1116
Foundations Investment Advisors
Arizona
$1.42M
BI
1117
Bradyco Inc
Massachusetts
$1.42M
OFS
1118
Orrstown Financial Services
Pennsylvania
$1.42M
DWM
1119
Diversify Wealth Management
Utah
$1.42M
BWM
1120
Buckley Wealth Management
Nevada
$1.42M
HSA
1121
HBK Sorce Advisory
Pennsylvania
$1.4M
CCM
1122
Condor Capital Management
New Jersey
$1.39M
MKC
1123
M. Kraus & Co
Vermont
$1.39M
SAM
1124
Sawgrass Asset Management
Florida
$1.38M
CICC
1125
Capital Investment Counsel (Colorado)
Colorado
$1.38M