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
VWA
1451
Visionary Wealth Advisors
Illinois
$672K
WMA
1452
Wealth Management Associates
New Jersey
$668K
CFG
1453
Carr Financial Group
Massachusetts
$667K
BOH
1454
Bank of Hawaii
Hawaii
$666K
M1FG
1455
Mach-1 Financial Group
Arkansas
$666K
IAS
1456
Integrity Advisory Solutions
Texas
$666K
AO
1457
Advisor OS
Illinois
$662K
AFP
1458
Ausdal Financial Partners
Iowa
$661K
WT
1459
Washington Trust
Rhode Island
$661K
NAM
1460
NorthCrest Asset Manangement
Minnesota
$659K
PL
1461
Plancorp LLC
Missouri
$659K
RF
1462
Rossby Financial
Florida
$659K
CAM
1463
Columbia Asset Management
Michigan
$657K
PTP
1464
Platform Technology Partners
New York
$656K
CFO
1465
CVA Family Office
Colorado
$655K
TSW
1466
Three Seasons Wealth
Utah
$653K
AFWM
1467
AMJ Financial Wealth Management
Virginia
$652K
CGL
1468
Clarius Group LLC
Washington
$652K
QWP
1469
Quotient Wealth Partners
Texas
$652K
IA
1470
Insight Advisors
Pennsylvania
$651K
WPP
1471
Whalerock Point Partners
Rhode Island
$650K
PAS
1472
PKS Advisory Services
New York
$648K
PWP
1473
Phillips Wealth Planners
Mississippi
$647K
TA
1474
TrueWealth Advisors
Alabama
$646K
FPW
1475
Fairvoy Private Wealth
Alabama
$644K