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