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
HTIM
1401
Harbour Trust & Investment Management
Indiana
$757K
RFW
1402
Rainier Family Wealth
Washington
$756K
ACM
1403
Allred Capital Management
Texas
$755K
RWMG
1404
Redwood Wealth Management Group
New Jersey
$754K
1WM
1405
1858 Wealth Management
Ohio
$753K
AAS
1406
Ameritas Advisory Services
Nebraska
$752K
OWA
1407
Outlook Wealth Advisors
Texas
$752K
FMC
1408
First Merchants Corp
Indiana
$750K
CFMC
1409
Curbstone Financial Management Corp
New Hampshire
$750K
ZIG
1410
Zuckerman Investment Group
Illinois
$749K
CIA
1411
Cascade Investment Advisors
Oregon
$744K
KWMG
1412
King Wealth Management Group
Florida
$743K
CCA
1413
Childress Capital Advisors
Texas
$743K
SAW
1414
Signal Advisors Wealth
Michigan
$740K
MCM
1415
Monument Capital Management
Virginia
$739K
TWM
1416
Trueblood Wealth Management
Ohio
$736K
FFN
1417
Focus Financial Network
Minnesota
$735K
WA
1418
WealthTrust Axiom
Pennsylvania
$734K
DBIA
1419
Dumont & Blake Investment Advisors
New Jersey
$734K
IA
1420
IAM Advisory
Pennsylvania
$733K
RB
1421
Rodgers Brothers
Pennsylvania
$731K
AEPWM
1422
Atlantic Edge Private Wealth Management
Florida
$725K
VCM
1423
Versant Capital Management
Arizona
$724K
EWM
1424
Evermay Wealth Management
Virginia
$722K
AWM
1425
Avior Wealth Management
Nebraska
$720K