2,355 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, 971 increasing their positions, 779 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: 83.74%81.8% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,355
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
ACM
1401
Allred Capital Management
Texas
$755K
RWMG
1402
Redwood Wealth Management Group
New Jersey
$754K
1WM
1403
1858 Wealth Management
Ohio
$753K
AAS
1404
Ameritas Advisory Services
Nebraska
$752K
OWA
1405
Outlook Wealth Advisors
Texas
$752K
FMC
1406
First Merchants Corp
Indiana
$750K
CFMC
1407
Curbstone Financial Management Corp
New Hampshire
$750K
ZIG
1408
Zuckerman Investment Group
Illinois
$749K
CIA
1409
Cascade Investment Advisors
Oregon
$744K
KWMG
1410
King Wealth Management Group
Florida
$743K
CCA
1411
Childress Capital Advisors
Texas
$743K
SAW
1412
Signal Advisors Wealth
Michigan
$740K
MCM
1413
Monument Capital Management
Virginia
$739K
TWM
1414
Trueblood Wealth Management
Ohio
$736K
FFN
1415
Focus Financial Network
Minnesota
$735K
WA
1416
WealthTrust Axiom
Pennsylvania
$734K
DBIA
1417
Dumont & Blake Investment Advisors
New Jersey
$734K
IA
1418
IAM Advisory
Pennsylvania
$733K
RB
1419
Rodgers Brothers
Pennsylvania
$731K
AEPWM
1420
Atlantic Edge Private Wealth Management
Florida
$725K
VCM
1421
Versant Capital Management
Arizona
$724K
EWM
1422
Evermay Wealth Management
Virginia
$722K
AWM
1423
Avior Wealth Management
Nebraska
$720K
PCM
1424
Pointe Capital Management
Michigan
$719K
AFG
1425
Allegheny Financial Group
Pennsylvania
$718K