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
AWA
1526
AGH Wealth Advisors
Kansas
$579K
FCFC
1527
First Commonwealth Financial Corp
Pennsylvania
$579K
RA
1528
Rise Advisors
New York
$578K
OCM
1529
One Capital Management
California
$572K
MSWA
1530
Marshall & Sterling Wealth Advisors
New York
$572K
BWCS
1531
Beirne Wealth Consulting Services
Connecticut
$572K
LSPW
1532
Lake Street Private Wealth
Illinois
$571K
PCM
1533
Penserra Capital Management
California
$571K
PFA
1534
Pure Financial Advisors
California
$568K
BFC
1535
Bedel Financial Consulting
Indiana
$568K
PPWM
1536
Paragon Private Wealth Management
Kentucky
$568K
PA
1537
Perennial Advisors
New York
$567K
DC
1538
Diametric Capital
Massachusetts
$565K
SW
1539
Simplicity Wealth
New Jersey
$565K
WCM
1540
Weaver Capital Management
Georgia
$565K
BAS
1541
Brueske Advisory Services
Washington
$564K
MMPW
1542
Mitchell McLeod Pugh & Williams
Alabama
$564K
UAML
1543
US Asset Management LLC
Pennsylvania
$562K
VBCG
1544
Valley Brook Capital Group
Pennsylvania
$561K
RIS
1545
Retirement Income Solutions
Michigan
$557K
NG
1546
Norden Group
Utah
$556K
FMLI
1547
Fukoku Mutual Life Insurance
Japan
$555K
KIM
1548
Kestra Investment Management
Texas
$555K
CA
1549
Crumly & Associates
Illinois
$554K
CWM
1550
Centurion Wealth Management
Virginia
$553K