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
ZIG
1401
Zuckerman Investment Group
Illinois
$749K
CIA
1402
Cascade Investment Advisors
Oregon
$744K
KWMG
1403
King Wealth Management Group
Florida
$743K
CCA
1404
Childress Capital Advisors
Texas
$743K
SAW
1405
Signal Advisors Wealth
Michigan
$740K
MCM
1406
Monument Capital Management
Virginia
$739K
TWM
1407
Trueblood Wealth Management
Ohio
$736K
FFN
1408
Focus Financial Network
Minnesota
$735K
WA
1409
WealthTrust Axiom
Pennsylvania
$734K
DBIA
1410
Dumont & Blake Investment Advisors
New Jersey
$734K
IA
1411
IAM Advisory
Pennsylvania
$733K
RB
1412
Rodgers Brothers
Pennsylvania
$731K
AEPWM
1413
Atlantic Edge Private Wealth Management
Florida
$725K
VCM
1414
Versant Capital Management
Arizona
$724K
EWM
1415
Evermay Wealth Management
Virginia
$722K
AWM
1416
Avior Wealth Management
Nebraska
$720K
PCM
1417
Pointe Capital Management
Michigan
$719K
AFG
1418
Allegheny Financial Group
Pennsylvania
$718K
FMWA
1419
Forvis Mazars Wealth Advisors
Missouri
$717K
1M
1420
1248 Management
Missouri
$714K
TWA
1421
Tandem Wealth Advisors
Arizona
$714K
AA
1422
Alta Advisers
United Kingdom
$711K
SAM
1423
Smithbridge Asset Management
Pennsylvania
$711K
RDWM
1424
Red Door Wealth Management
Tennessee
$708K
V
1425
ViaWealth
Kansas
$708K