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
QWP
1476
Quotient Wealth Partners
Texas
$652K
IA
1477
Insight Advisors
Pennsylvania
$651K
WPP
1478
Whalerock Point Partners
Rhode Island
$650K
PAS
1479
PKS Advisory Services
New York
$648K
PWP
1480
Phillips Wealth Planners
Mississippi
$647K
TA
1481
TrueWealth Advisors
Alabama
$646K
FPW
1482
Fairvoy Private Wealth
Alabama
$644K
SC
1483
Sepio Capital
Utah
$640K
NSAM
1484
North Star Asset Management
Wisconsin
$635K
MCM
1485
Marathon Capital Management
Maryland
$634K
WCG
1486
Weaver Consulting Group
California
$632K
RCM
1487
RB Capital Management
Nevada
$632K
MAWA
1488
Moss Adams Wealth Advisors
Washington
$629K
FDW
1489
Fourth Dimension Wealth
Ohio
$629K
AG
1490
AlTi Global
New York
$626K
SDIC
1491
South Dakota Investment Council
South Dakota
$626K
EWP
1492
Elevation Wealth Partners
California
$621K
CMAI
1493
Capital Management Associates Inc
Minnesota
$620K
QC
1494
Quent Capital
New York
$620K
FMTC
1495
Farmers & Merchants Trust Company
California
$619K
EW
1496
Evoke Wealth
California
$618K
DP
1497
DDD Partners
Washington
$618K
PPA
1498
Pacific Point Advisors
California
$618K
RPWA
1499
Regent Peak Wealth Advisors
Georgia
$618K
EHC
1500
Everett Harris & Co
California
$618K