2,360 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, 973 increasing their positions, 780 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: 83.77%81.82% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,360
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
AFWM
1476
AMJ Financial Wealth Management
Virginia
$652K
CGL
1477
Clarius Group LLC
Washington
$652K
QWP
1478
Quotient Wealth Partners
Texas
$652K
IA
1479
Insight Advisors
Pennsylvania
$651K
WPP
1480
Whalerock Point Partners
Rhode Island
$650K
PAS
1481
PKS Advisory Services
New York
$648K
PWP
1482
Phillips Wealth Planners
Mississippi
$647K
TA
1483
TrueWealth Advisors
Alabama
$646K
FPW
1484
Fairvoy Private Wealth
Alabama
$644K
SC
1485
Sepio Capital
Utah
$640K
NSAM
1486
North Star Asset Management
Wisconsin
$635K
MCM
1487
Marathon Capital Management
Maryland
$634K
WCG
1488
Weaver Consulting Group
California
$632K
RCM
1489
RB Capital Management
Nevada
$632K
MAWA
1490
Moss Adams Wealth Advisors
Washington
$629K
FDW
1491
Fourth Dimension Wealth
Ohio
$629K
AG
1492
AlTi Global
New York
$626K
SDIC
1493
South Dakota Investment Council
South Dakota
$626K
EWP
1494
Elevation Wealth Partners
California
$621K
CMAI
1495
Capital Management Associates Inc
Minnesota
$620K
QC
1496
Quent Capital
New York
$620K
FMTC
1497
Farmers & Merchants Trust Company
California
$619K
EW
1498
Evoke Wealth
California
$618K
DP
1499
DDD Partners
Washington
$618K
PPA
1500
Pacific Point Advisors
California
$618K