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, 980 increasing their positions, 784 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: 83.77%81.85% (-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
AEPWM
1426
Atlantic Edge Private Wealth Management
Florida
$725K
VCM
1427
Versant Capital Management
Arizona
$724K
EWM
1428
Evermay Wealth Management
Virginia
$722K
AWM
1429
Avior Wealth Management
Nebraska
$720K
PCM
1430
Pointe Capital Management
Michigan
$719K
AFG
1431
Allegheny Financial Group
Pennsylvania
$718K
FMWA
1432
Forvis Mazars Wealth Advisors
Missouri
$717K
1M
1433
1248 Management
Missouri
$714K
TWA
1434
Tandem Wealth Advisors
Arizona
$714K
AA
1435
Alta Advisers
United Kingdom
$711K
SAM
1436
Smithbridge Asset Management
Pennsylvania
$711K
RDWM
1437
Red Door Wealth Management
Tennessee
$708K
V
1438
ViaWealth
Kansas
$708K
PK
1439
Pflug Koory
Nebraska
$708K
SPF
1440
South Plains Financial
Texas
$708K
RIA
1441
Realta Investment Advisors
Delaware
$706K
KIG
1442
Kennedy Investment Group
New Jersey
$703K
TIA
1443
Traphagen Investment Advisors
New Jersey
$703K
SWA
1444
Strategies Wealth Advisors
Michigan
$702K
PCFFS
1445
Pacific Center for Financial Services
California
$700K
WAM
1446
Wakefield Asset Management
Colorado
$699K
MWS
1447
MFA Wealth Services
California
$696K
CC
1448
Courier Capital
New York
$695K
ST
1449
Spinnaker Trust
Maine
$693K
CRI
1450
Colonial River Investments
Virginia
$693K