2,375 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 981 increasing their positions, 783 reducing their positions, and 109 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 (+$2.22B)

1.92% less ownership

Funds ownership: 83.76%81.84% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,375
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
WI
1351
Wedgewood Investors
Pennsylvania
$853K
RCA
1352
Resonant Capital Advisors
Wisconsin
$850K
LA
1353
Lifeworks Advisors
Michigan
$844K
ACM
1354
AUA Capital Management
Pennsylvania
$842K
UCB
1355
United Community Bank
South Carolina
$841K
KP
1356
Keel Point
Alabama
$834K
OL
1357
Optas LLC
Texas
$831K
BMCM
1358
Burns Matteson Capital Management
New York
$830K
HNWAG
1359
High Net Worth Advisory Group
Florida
$823K
SFS
1360
Summit Financial Strategies
Ohio
$821K
CWM
1361
Cornerstone Wealth Management
Missouri
$819K
CAC
1362
Core Alternative Capital
Georgia
$819K
TTWM
1363
TCV Trust & Wealth Management
Virginia
$810K
SIMG
1364
Sonora Investment Management Group
Arizona
$808K
VCA
1365
Verdence Capital Advisors
Maryland
$808K
PCS
1366
Personal CFO Solutions
New Jersey
$808K
MAMU
1367
Myriad Asset Management US
Florida
$807K
CP
1368
Covenant Partners
Tennessee
$806K
HDIM
1369
Hanson & Doremus Investment Management
Vermont
$805K
CI
1370
Conning Inc
Connecticut
$802K
WIA
1371
Westbourne Investment Advisors
Maryland
$799K
EW
1372
Enzi Wealth
Texas
$798K
CWA
1373
CogentBlue Wealth Advisors
Tennessee
$795K
MA
1374
MONECO Advisors
Connecticut
$794K
NWAG
1375
Net Worth Advisory Group
Utah
$794K