2,346 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, 776 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
2,346
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
TTWM
1351
TCV Trust & Wealth Management
Virginia
$810K
SIMG
1352
Sonora Investment Management Group
Arizona
$808K
VCA
1353
Verdence Capital Advisors
Maryland
$808K
PCS
1354
Personal CFO Solutions
New Jersey
$808K
MAMU
1355
Myriad Asset Management US
Florida
$807K
CP
1356
Covenant Partners
Tennessee
$806K
HDIM
1357
Hanson & Doremus Investment Management
Vermont
$805K
CI
1358
Conning Inc
Connecticut
$802K
WIA
1359
Westbourne Investment Advisors
Maryland
$799K
EW
1360
Enzi Wealth
Texas
$798K
CWA
1361
CogentBlue Wealth Advisors
Tennessee
$795K
MA
1362
MONECO Advisors
Connecticut
$794K
NWAG
1363
Net Worth Advisory Group
Utah
$794K
LBC
1364
Leigh Baldwin & Co
New York
$792K
CBB
1365
Citizens Business Bank
California
$792K
AWM
1366
Accurate Wealth Management
Florida
$792K
EA
1367
Everpar Advisors
Oklahoma
$788K
CFM
1368
Catalyst Funds Management
Australia
$786K
CAL
1369
Capital Advisors Ltd
Ohio
$784K
FFG
1370
Fiduciary Financial Group
California
$782K
TWM
1371
TCFG Wealth Management
California
$779K
OF
1372
Outfitter Financial
Maine
$778K
GIA
1373
Gladstone Institutional Advisory
Florida
$777K
FSA
1374
Fort Sheridan Advisors
Illinois
$776K
WIC
1375
Woodmont Investment Counsel
Tennessee
$774K