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
MCM
1451
Manchester Capital Management
Vermont
$681K
SDWMA
1452
Schneider Downs Wealth Management Advisors
Pennsylvania
$679K
JSA
1453
Jacobson & Schmitt Advisors
Wisconsin
$678K
AW
1454
Alteri Wealth
California
$676K
TPW
1455
Transatlantique Private Wealth
New York
$676K
AA
1456
Armis Advisers
Georgia
$675K
SMH
1457
Sanders Morris Harris
Texas
$674K
VWA
1458
Visionary Wealth Advisors
Illinois
$672K
WMA
1459
Wealth Management Associates
New Jersey
$668K
CFG
1460
Carr Financial Group
Massachusetts
$667K
BOH
1461
Bank of Hawaii
Hawaii
$666K
M1FG
1462
Mach-1 Financial Group
Arkansas
$666K
IAS
1463
Integrity Advisory Solutions
Texas
$666K
AO
1464
Advisor OS
Illinois
$662K
AFP
1465
Ausdal Financial Partners
Iowa
$661K
WT
1466
Washington Trust
Rhode Island
$661K
NAM
1467
NorthCrest Asset Manangement
Minnesota
$659K
PL
1468
Plancorp LLC
Missouri
$659K
RF
1469
Rossby Financial
Florida
$659K
CAM
1470
Columbia Asset Management
Michigan
$657K
PTP
1471
Platform Technology Partners
New York
$656K
CFO
1472
CVA Family Office
Colorado
$655K
TSW
1473
Three Seasons Wealth
Utah
$653K
AFWM
1474
AMJ Financial Wealth Management
Virginia
$652K
CGL
1475
Clarius Group LLC
Washington
$652K