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
SW
1201
SteelPeak Wealth
California
$1.17M
CWM
1202
Castle Wealth Management
Florida
$1.17M
CCA
1203
Cypress Capital Advisors
Tennessee
$1.16M
DI
1204
Diligent Investors
California
$1.16M
TYCC
1205
Texas Yale Capital Corp
Florida
$1.16M
REMPR
1206
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
MCM
1207
Mainstream Capital Management
California
$1.16M
TCOO
1208
Trust Company of Oklahoma
Oklahoma
$1.15M
KIM
1209
Kane Investment Management
California
$1.15M
FHC
1210
First Horizon Corporation
Tennessee
$1.15M
MK
1211
MASTERINVEST Kapitalanlage
$1.14M
PIM
1212
Penobscot Investment Management
Massachusetts
$1.14M
CA
1213
Carson Advisory
Georgia
$1.14M
TF
1214
Tompkins Financial
New York
$1.13M
CSPIA
1215
Cary Street Partners Investment Advisory
Virginia
$1.13M
MIC
1216
Means Investment Company
Maine
$1.13M
MW
1217
Maia Wealth
Colorado
$1.13M
GM
1218
GeoWealth Management
Illinois
$1.13M
GA
1219
GSG Advisors
New Jersey
$1.12M
CA
1220
Capital Advantage
California
$1.12M
SACTSONJ
1221
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.12M
AF
1222
Ally Financial
Michigan
$1.12M
ZIM
1223
Zacks Investment Management
Illinois
$1.12M
GAM
1224
Gemmer Asset Management
California
$1.11M
CW
1225
CreativeOne Wealth
Kansas
$1.11M