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
ACIM
1301
Azimuth Capital Investment Management
Michigan
$970K
Financial Engines Advisors
1302
Financial Engines Advisors
California
$969K
GAG
1303
GM Advisory Group
New York
$967K
DWA
1304
Douglass Winthrop Advisors
New York
$966K
LCGC
1305
Legacy Capital Group California
California
$963K
TCM
1306
Thoma Capital Management
Maryland
$960K
BA
1307
Bridgewater Advisors
New York
$960K
CT
1308
Chicago Trust
Illinois
$957K
CM
1309
Cercano Management
Washington
$954K
BWL
1310
Bogart Wealth LLC
Virginia
$948K
LW
1311
Linscomb Wealth
Texas
$944K
KJHP
1312
K.J. Harrison & Partners
Ontario, Canada
$944K
JSW
1313
Journey Strategic Wealth
New Jersey
$943K
CWA
1314
Crux Wealth Advisors
California
$941K
WDL
1315
Well Done LLC
Michigan
$941K
SCM
1316
Sunbeam Capital Management
Georgia
$940K
TTIC
1317
Tower Trust & Investment Company
Iowa
$938K
WAM
1318
Wolverine Asset Management
Illinois
$936K
AFM
1319
Anson Funds Management
Texas
$936K
CG
1320
Cynosure Group
Utah
$935K
YP
1321
YANKCOM Partnership
South Dakota
$932K
ACGA
1322
Atlanta Consulting Group Advisors
Georgia
$928K
PNC
1323
Park National Corp
Ohio
$927K
WPA
1324
West Paces Advisors
Georgia
$924K
SWA
1325
Sax Wealth Advisors
New Jersey
$919K