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
EWA
1201
EverSource Wealth Advisors
Alabama
$1.19M
GFP
1202
Gryphon Financial Partners
Ohio
$1.19M
WPC
1203
Waters Parkerson & Co
Louisiana
$1.19M
SIG
1204
Sky Investment Group
Connecticut
$1.18M
EWM
1205
Evercore Wealth Management
New York
$1.18M
BIA
1206
Bigelow Investment Advisors
Maine
$1.18M
IFU
1207
iSAM Funds (UK)
United Kingdom
$1.18M
SW
1208
SteelPeak Wealth
California
$1.17M
CWM
1209
Castle Wealth Management
Florida
$1.17M
CCA
1210
Cypress Capital Advisors
Tennessee
$1.16M
DI
1211
Diligent Investors
California
$1.16M
TYCC
1212
Texas Yale Capital Corp
Florida
$1.16M
REMPR
1213
Roof Eidam Maycock Peralta (REMP)
California
$1.16M
MCM
1214
Mainstream Capital Management
California
$1.16M
TCOO
1215
Trust Company of Oklahoma
Oklahoma
$1.15M
KIM
1216
Kane Investment Management
California
$1.15M
FHC
1217
First Horizon Corporation
Tennessee
$1.15M
MK
1218
MASTERINVEST Kapitalanlage
$1.14M
PIM
1219
Penobscot Investment Management
Massachusetts
$1.14M
CA
1220
Carson Advisory
Georgia
$1.14M
TF
1221
Tompkins Financial
New York
$1.13M
CSPIA
1222
Cary Street Partners Investment Advisory
Virginia
$1.13M
MIC
1223
Means Investment Company
Maine
$1.13M
MW
1224
Maia Wealth
Colorado
$1.13M
GM
1225
GeoWealth Management
Illinois
$1.13M