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
FMWA
1426
Forvis Mazars Wealth Advisors
Missouri
$717K
1M
1427
1248 Management
Missouri
$714K
TWA
1428
Tandem Wealth Advisors
Arizona
$714K
SAM
1429
Smithbridge Asset Management
Pennsylvania
$711K
AA
1430
Alta Advisers
United Kingdom
$711K
RDWM
1431
Red Door Wealth Management
Tennessee
$708K
V
1432
ViaWealth
Kansas
$708K
PK
1433
Pflug Koory
Nebraska
$708K
SPF
1434
South Plains Financial
Texas
$708K
RIA
1435
Realta Investment Advisors
Delaware
$706K
KIG
1436
Kennedy Investment Group
New Jersey
$703K
TIA
1437
Traphagen Investment Advisors
New Jersey
$703K
SWA
1438
Strategies Wealth Advisors
Michigan
$702K
PCFFS
1439
Pacific Center for Financial Services
California
$700K
WAM
1440
Wakefield Asset Management
Colorado
$699K
MWS
1441
MFA Wealth Services
California
$696K
CC
1442
Courier Capital
New York
$695K
ST
1443
Spinnaker Trust
Maine
$693K
CRI
1444
Colonial River Investments
Virginia
$693K
LIA
1445
LBMC Investment Advisors
Tennessee
$693K
UB
1446
Umpqua Bank
Oregon
$692K
LAM
1447
L2 Asset Management
Massachusetts
$687K
SCG
1448
Sonata Capital Group
Washington
$687K
LWP
1449
LeClair Wealth Partners
Ohio
$683K
SFP
1450
Shepherd Financial Partners
Massachusetts
$683K