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