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
UCB
1351
United Community Bank
South Carolina
$841K
KP
1352
Keel Point
Alabama
$834K
OL
1353
Optas LLC
Texas
$831K
BMCM
1354
Burns Matteson Capital Management
New York
$830K
HNWAG
1355
High Net Worth Advisory Group
Florida
$823K
SFS
1356
Summit Financial Strategies
Ohio
$821K
CWM
1357
Cornerstone Wealth Management
Missouri
$819K
CAC
1358
Core Alternative Capital
Georgia
$819K
TTWM
1359
TCV Trust & Wealth Management
Virginia
$810K
SIMG
1360
Sonora Investment Management Group
Arizona
$808K
VCA
1361
Verdence Capital Advisors
Maryland
$808K
PCS
1362
Personal CFO Solutions
New Jersey
$808K
MAMU
1363
Myriad Asset Management US
Florida
$807K
CP
1364
Covenant Partners
Tennessee
$806K
HDIM
1365
Hanson & Doremus Investment Management
Vermont
$805K
CI
1366
Conning Inc
Connecticut
$802K
WIA
1367
Westbourne Investment Advisors
Maryland
$799K
EW
1368
Enzi Wealth
Texas
$798K
CWA
1369
CogentBlue Wealth Advisors
Tennessee
$795K
MA
1370
MONECO Advisors
Connecticut
$794K
NWAG
1371
Net Worth Advisory Group
Utah
$794K
LBC
1372
Leigh Baldwin & Co
New York
$792K
CBB
1373
Citizens Business Bank
California
$792K
AWM
1374
Accurate Wealth Management
Florida
$792K
EA
1375
Everpar Advisors
Oklahoma
$788K