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
PK
1426
Pflug Koory
Nebraska
$708K
SPF
1427
South Plains Financial
Texas
$708K
RIA
1428
Realta Investment Advisors
Delaware
$706K
KIG
1429
Kennedy Investment Group
New Jersey
$703K
TIA
1430
Traphagen Investment Advisors
New Jersey
$703K
SWA
1431
Strategies Wealth Advisors
Michigan
$702K
PCFFS
1432
Pacific Center for Financial Services
California
$700K
WAM
1433
Wakefield Asset Management
Colorado
$699K
MWS
1434
MFA Wealth Services
California
$696K
CC
1435
Courier Capital
New York
$695K
ST
1436
Spinnaker Trust
Maine
$693K
CRI
1437
Colonial River Investments
Virginia
$693K
LIA
1438
LBMC Investment Advisors
Tennessee
$693K
UB
1439
Umpqua Bank
Oregon
$692K
LAM
1440
L2 Asset Management
Massachusetts
$687K
SCG
1441
Sonata Capital Group
Washington
$687K
LWP
1442
LeClair Wealth Partners
Ohio
$683K
SFP
1443
Shepherd Financial Partners
Massachusetts
$683K
MCM
1444
Manchester Capital Management
Vermont
$681K
SDWMA
1445
Schneider Downs Wealth Management Advisors
Pennsylvania
$679K
JSA
1446
Jacobson & Schmitt Advisors
Wisconsin
$678K
AW
1447
Alteri Wealth
California
$676K
TPW
1448
Transatlantique Private Wealth
New York
$676K
AA
1449
Armis Advisers
Georgia
$675K
SMH
1450
Sanders Morris Harris
Texas
$674K