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
PCM
1526
Penserra Capital Management
California
$571K
PFA
1527
Pure Financial Advisors
California
$568K
BFC
1528
Bedel Financial Consulting
Indiana
$568K
PPWM
1529
Paragon Private Wealth Management
Kentucky
$568K
PA
1530
Perennial Advisors
New York
$567K
DC
1531
Diametric Capital
Massachusetts
$565K
SW
1532
Simplicity Wealth
New Jersey
$565K
WCM
1533
Weaver Capital Management
Georgia
$565K
BAS
1534
Brueske Advisory Services
Washington
$564K
MMPW
1535
Mitchell McLeod Pugh & Williams
Alabama
$564K
UAML
1536
US Asset Management LLC
Pennsylvania
$562K
VBCG
1537
Valley Brook Capital Group
Pennsylvania
$561K
RIS
1538
Retirement Income Solutions
Michigan
$557K
NG
1539
Norden Group
Utah
$556K
FMLI
1540
Fukoku Mutual Life Insurance
Japan
$555K
KIM
1541
Kestra Investment Management
Texas
$555K
CA
1542
Crumly & Associates
Illinois
$554K
CWM
1543
Centurion Wealth Management
Virginia
$553K
EFG
1544
Ethos Financial Group
Pennsylvania
$552K
SCM
1545
Schnieders Capital Management
California
$551K
DDC
1546
DF Dent & Co
Maryland
$549K
ICP
1547
Interchange Capital Partners
Pennsylvania
$549K
MM
1548
MQS Management
New York
$548K
AC
1549
Apella Capital
Connecticut
$548K
TA
1550
Townsend & Associates
Colorado
$547K