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
LIA
1451
LBMC Investment Advisors
Tennessee
$693K
UB
1452
Umpqua Bank
Oregon
$692K
LAM
1453
L2 Asset Management
Massachusetts
$687K
SCG
1454
Sonata Capital Group
Washington
$687K
LWP
1455
LeClair Wealth Partners
Ohio
$683K
SFP
1456
Shepherd Financial Partners
Massachusetts
$683K
MCM
1457
Manchester Capital Management
Vermont
$681K
SDWMA
1458
Schneider Downs Wealth Management Advisors
Pennsylvania
$679K
JSA
1459
Jacobson & Schmitt Advisors
Wisconsin
$678K
AW
1460
Alteri Wealth
California
$676K
TPW
1461
Transatlantique Private Wealth
New York
$676K
AA
1462
Armis Advisers
Georgia
$675K
SMH
1463
Sanders Morris Harris
Texas
$674K
VWA
1464
Visionary Wealth Advisors
Illinois
$672K
WMA
1465
Wealth Management Associates
New Jersey
$668K
CFG
1466
Carr Financial Group
Massachusetts
$667K
BOH
1467
Bank of Hawaii
Hawaii
$666K
M1FG
1468
Mach-1 Financial Group
Arkansas
$666K
IAS
1469
Integrity Advisory Solutions
Texas
$666K
AO
1470
Advisor OS
Illinois
$662K
AFP
1471
Ausdal Financial Partners
Iowa
$661K
WT
1472
Washington Trust
Rhode Island
$661K
NAM
1473
NorthCrest Asset Manangement
Minnesota
$659K
PL
1474
Plancorp LLC
Missouri
$659K
RF
1475
Rossby Financial
Florida
$659K