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
JSAM
1126
J. Safra Asset Management
New York
$1.36M
NG
1127
Novem Group
New York
$1.36M
NFG
1128
Nations Financial Group
Iowa
$1.36M
SCI
1129
Stableford Capital II
Arizona
$1.35M
SL
1130
SWMG LLC
Texas
$1.35M
SVWAG
1131
Sound View Wealth Advisors Group
Georgia
$1.35M
AWMT
1132
AAFMAA Wealth Management & Trust
North Carolina
$1.34M
AIM
1133
Aspen Investment Management
Michigan
$1.34M
FA
1134
Faithward Advisors
Pennsylvania
$1.34M
C
1135
Certuity
Florida
$1.34M
BTW
1136
Boston Trust Walden
Massachusetts
$1.34M
JSSH
1137
J. Safra Sarasin Holding
$1.34M
FW
1138
FullCircle Wealth
Texas
$1.34M
HT
1139
Heritage Trust
Oklahoma
$1.33M
BL
1140
BFSG LLC
California
$1.33M
BWM
1141
Biltmore Wealth Management
Arizona
$1.33M
SI
1142
Scharf Investments
California
$1.33M
GHAM
1143
Gilman Hill Asset Management
Connecticut
$1.33M
NFA
1144
Northern Financial Advisors
Michigan
$1.32M
CGFA
1145
Colton Groome Financial Advisors
North Carolina
$1.31M
PMSA
1146
Patrick M. Sweeney & Associates
Illinois
$1.31M
RCAG
1147
Rehmann Capital Advisory Group
Michigan
$1.31M
BFWM
1148
Bright Futures Wealth Management
New York
$1.31M
PWP
1149
Prasad Wealth Partners
Ohio
$1.31M
SIM
1150
Stratos Investment Management
Ohio
$1.3M