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
CCFM
1126
Clear Creek Financial Management
Washington
$1.38M
IIA
1127
Integral Investment Advisors
California
$1.38M
IFS
1128
Ifrah Financial Services
Arkansas
$1.38M
MWM
1129
Modera Wealth Management
New Jersey
$1.38M
MA
1130
MCF Advisors
Kentucky
$1.38M
CCIA
1131
Campbell & Co Investment Adviser
Maryland
$1.37M
WWM
1132
Waterway Wealth Management
Texas
$1.37M
LWA
1133
Lantern Wealth Advisors
New York
$1.37M
1SB
1134
1ST Source Bank
Indiana
$1.37M
JSAM
1135
J. Safra Asset Management
New York
$1.36M
NG
1136
Novem Group
New York
$1.36M
NFG
1137
Nations Financial Group
Iowa
$1.36M
SCI
1138
Stableford Capital II
Arizona
$1.35M
SL
1139
SWMG LLC
Texas
$1.35M
SVWAG
1140
Sound View Wealth Advisors Group
Georgia
$1.35M
AWMT
1141
AAFMAA Wealth Management & Trust
North Carolina
$1.34M
AIM
1142
Aspen Investment Management
Michigan
$1.34M
FA
1143
Faithward Advisors
Pennsylvania
$1.34M
C
1144
Certuity
Florida
$1.34M
BTW
1145
Boston Trust Walden
Massachusetts
$1.34M
JSSH
1146
J. Safra Sarasin Holding
$1.34M
FW
1147
FullCircle Wealth
Texas
$1.34M
HT
1148
Heritage Trust
Oklahoma
$1.33M
BL
1149
BFSG LLC
California
$1.33M
BWM
1150
Biltmore Wealth Management
Arizona
$1.33M