2,344 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 206 funds opening new positions, 968 increasing their positions, 775 reducing their positions, and 107 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%81.71% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,344
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
EWM
1326
Elmwood Wealth Management
California
$897K
MIA
1327
MeadowBrook Investment Advisors
Michigan
$887K
WPW
1328
Waldron Private Wealth
Pennsylvania
$885K
ACM
1329
Aster Capital Management
United Arab Emirates
$874K
JWA
1330
JFS Wealth Advisors
Pennsylvania
$870K
FF
1331
Formulate Financial
Florida
$862K
NGA
1332
Naples Global Advisors
Florida
$861K
PCA
1333
Prosperity Capital Advisors
Ohio
$858K
RIM
1334
RW Investment Management
Idaho
$857K
AAM
1335
Aureus Asset Management
Massachusetts
$857K
TA
1336
TCM Advisors
West Virginia
$857K
JWM
1337
JPL Wealth Management
Colorado
$857K
VWM
1338
Venturi Wealth Management
Texas
$855K
WI
1339
Wedgewood Investors
Pennsylvania
$853K
RCA
1340
Resonant Capital Advisors
Wisconsin
$850K
LA
1341
Lifeworks Advisors
Michigan
$844K
ACM
1342
AUA Capital Management
Pennsylvania
$842K
UCB
1343
United Community Bank
South Carolina
$841K
OL
1344
Optas LLC
Texas
$831K
BMCM
1345
Burns Matteson Capital Management
New York
$830K
HNWAG
1346
High Net Worth Advisory Group
Florida
$823K
SFS
1347
Summit Financial Strategies
Ohio
$821K
CWM
1348
Cornerstone Wealth Management
Missouri
$819K
CAC
1349
Core Alternative Capital
Georgia
$819K
TTWM
1350
TCV Trust & Wealth Management
Virginia
$810K