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
FBFS
1376
First Business Financial Services
Wisconsin
$772K
ACP
1377
Aviance Capital Partners
Florida
$770K
SPWG
1378
Sage Private Wealth Group
Illinois
$769K
LI
1379
LRI Investments
Florida
$769K
RFA
1380
Register Financial Advisors
Georgia
$768K
BWP
1381
Balboa Wealth Partners
Arizona
$766K
SA
1382
Sonoma Allocations
California
$765K
CFO
1383
Collective Family Office
Pennsylvania
$764K
APP
1384
Avantax Planning Partners
Iowa
$763K
AHB
1385
Abner Herrman & Brock
New Jersey
$762K
GS
1386
GTS Securities
New York
$762K
GFG
1387
Goldstone Financial Group
Illinois
$761K
GSEP
1388
Golden State Equity Partners
California
$761K
WFI
1389
West Family Investments
California
$760K
CAM
1390
Chesapeake Asset Management
New York
$759K
AWM
1391
Aries Wealth Management
Maine
$758K
HTIM
1392
Harbour Trust & Investment Management
Indiana
$757K
RFW
1393
Rainier Family Wealth
Washington
$756K
ACM
1394
Allred Capital Management
Texas
$755K
RWMG
1395
Redwood Wealth Management Group
New Jersey
$754K
1WM
1396
1858 Wealth Management
Ohio
$753K
AAS
1397
Ameritas Advisory Services
Nebraska
$752K
OWA
1398
Outlook Wealth Advisors
Texas
$752K
FMC
1399
First Merchants Corp
Indiana
$750K
CFMC
1400
Curbstone Financial Management Corp
New Hampshire
$750K