2,355 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, 971 increasing their positions, 779 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: 83.74%81.8% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,355
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
SAM
1276
Sompo Asset Management
Japan
$1.03M
EP
1277
Edgestream Partners
New Jersey
$1.02M
RA
1278
RFG Advisory
Alabama
$1.02M
ZI
1279
ZEGA Investments
Florida
$1.02M
RT
1280
Rockland Trust
Massachusetts
$1.02M
CPSC
1281
Carl P. Sherr & Co
Massachusetts
$1.01M
EIG
1282
Ellenbecker Investment Group
Wisconsin
$1.01M
SOS
1283
Silver Oak Securities
Tennessee
$1.01M
GAM
1284
Griffin Asset Management
New York
$1.01M
TPI
1285
Trust Point Inc
Wisconsin
$1.01M
RIG
1286
RiverFront Investment Group
Virginia
$1M
SI
1287
Shaker Investments
Ohio
$1,000K
AHL
1288
Abel Hall LLC
Louisiana
$998K
CI
1289
CX Institutional
Indiana
$997K
IAS
1290
Insigneo Advisory Services
Florida
$995K
BFA
1291
Beacon Financial Advisory
Ohio
$988K
PFGIA
1292
Patriot Financial Group Insurance Agency
Massachusetts
$986K
AFCM
1293
Applied Finance Capital Management
Puerto Rico
$985K
WG
1294
Welch Group
Alabama
$979K
BCA
1295
Bay Colony Advisors
Massachusetts
$979K
PAMG
1296
Patton Albertson Miller Group
Tennessee
$977K
CP
1297
Clarendon Private
Massachusetts
$975K
GWSG
1298
GPS Wealth Strategies Group
Colorado
$975K
ACIM
1299
Azimuth Capital Investment Management
Michigan
$970K
Financial Engines Advisors
1300
Financial Engines Advisors
California
$969K