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
GSEP
1401
Golden State Equity Partners
California
$761K
WFI
1402
West Family Investments
California
$760K
CAM
1403
Chesapeake Asset Management
New York
$759K
AWM
1404
Aries Wealth Management
Maine
$758K
HTIM
1405
Harbour Trust & Investment Management
Indiana
$757K
RFW
1406
Rainier Family Wealth
Washington
$756K
ACM
1407
Allred Capital Management
Texas
$755K
RWMG
1408
Redwood Wealth Management Group
New Jersey
$754K
1WM
1409
1858 Wealth Management
Ohio
$753K
AAS
1410
Ameritas Advisory Services
Nebraska
$752K
OWA
1411
Outlook Wealth Advisors
Texas
$752K
FMC
1412
First Merchants Corp
Indiana
$750K
CFMC
1413
Curbstone Financial Management Corp
New Hampshire
$750K
ZIG
1414
Zuckerman Investment Group
Illinois
$749K
CIA
1415
Cascade Investment Advisors
Oregon
$744K
KWMG
1416
King Wealth Management Group
Florida
$743K
CCA
1417
Childress Capital Advisors
Texas
$743K
SAW
1418
Signal Advisors Wealth
Michigan
$740K
MCM
1419
Monument Capital Management
Virginia
$739K
TWM
1420
Trueblood Wealth Management
Ohio
$736K
FFN
1421
Focus Financial Network
Minnesota
$735K
WA
1422
WealthTrust Axiom
Pennsylvania
$734K
DBIA
1423
Dumont & Blake Investment Advisors
New Jersey
$734K
IA
1424
IAM Advisory
Pennsylvania
$733K
RB
1425
Rodgers Brothers
Pennsylvania
$731K