2,345 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, 775 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
2,345
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
CM
1301
Cercano Management
Washington
$954K
BWL
1302
Bogart Wealth LLC
Virginia
$948K
LW
1303
Linscomb Wealth
Texas
$944K
KJHP
1304
K.J. Harrison & Partners
Ontario, Canada
$944K
JSW
1305
Journey Strategic Wealth
New Jersey
$943K
CWA
1306
Crux Wealth Advisors
California
$941K
WDL
1307
Well Done LLC
Michigan
$941K
SCM
1308
Sunbeam Capital Management
Georgia
$940K
TTIC
1309
Tower Trust & Investment Company
Iowa
$938K
WAM
1310
Wolverine Asset Management
Illinois
$936K
AFM
1311
Anson Funds Management
Texas
$936K
CG
1312
Cynosure Group
Utah
$935K
YP
1313
YANKCOM Partnership
South Dakota
$932K
ACGA
1314
Atlanta Consulting Group Advisors
Georgia
$928K
PNC
1315
Park National Corp
Ohio
$927K
WPA
1316
West Paces Advisors
Georgia
$924K
SWA
1317
Sax Wealth Advisors
New Jersey
$919K
LI
1318
Lafayette Investments
Maryland
$919K
LWA
1319
Lineweaver Wealth Advisors
Ohio
$918K
GSWM
1320
Golden State Wealth Management
California
$914K
CGA
1321
Crescent Grove Advisors
Illinois
$911K
CFD
1322
Creative Financial Designs
Indiana
$903K
PWMG
1323
Prestige Wealth Management Group
New Jersey
$901K
MCA
1324
MSH Capital Advisors
Arizona
$900K
HC
1325
Hourglass Capital
Texas
$898K