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
GSWM
1326
Golden State Wealth Management
California
$914K
CGA
1327
Crescent Grove Advisors
Illinois
$911K
CFD
1328
Creative Financial Designs
Indiana
$903K
PWMG
1329
Prestige Wealth Management Group
New Jersey
$901K
MCA
1330
MSH Capital Advisors
Arizona
$900K
HC
1331
Hourglass Capital
Texas
$898K
EWM
1332
Elmwood Wealth Management
California
$897K
MIA
1333
MeadowBrook Investment Advisors
Michigan
$887K
WPW
1334
Waldron Private Wealth
Pennsylvania
$885K
ACM
1335
Aster Capital Management
United Arab Emirates
$874K
JWA
1336
JFS Wealth Advisors
Pennsylvania
$870K
FF
1337
Formulate Financial
Florida
$862K
NGA
1338
Naples Global Advisors
Florida
$861K
PCA
1339
Prosperity Capital Advisors
Ohio
$858K
RIM
1340
RW Investment Management
Idaho
$857K
TA
1341
TCM Advisors
West Virginia
$857K
AAM
1342
Aureus Asset Management
Massachusetts
$857K
JWM
1343
JPL Wealth Management
Colorado
$857K
VWM
1344
Venturi Wealth Management
Texas
$855K
WI
1345
Wedgewood Investors
Pennsylvania
$853K
RCA
1346
Resonant Capital Advisors
Wisconsin
$850K
LA
1347
Lifeworks Advisors
Michigan
$844K
ACM
1348
AUA Capital Management
Pennsylvania
$842K
UCB
1349
United Community Bank
South Carolina
$841K
KP
1350
Keel Point
Alabama
$834K