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
RIS
1551
Retirement Income Solutions
Michigan
$557K
NG
1552
Norden Group
Utah
$556K
FMLI
1553
Fukoku Mutual Life Insurance
Japan
$555K
KIM
1554
Kestra Investment Management
Texas
$555K
CA
1555
Crumly & Associates
Illinois
$554K
CWM
1556
Centurion Wealth Management
Virginia
$553K
EFG
1557
Ethos Financial Group
Pennsylvania
$552K
SCM
1558
Schnieders Capital Management
California
$551K
DDC
1559
DF Dent & Co
Maryland
$549K
ICP
1560
Interchange Capital Partners
Pennsylvania
$549K
MM
1561
MQS Management
New York
$548K
AC
1562
Apella Capital
Connecticut
$548K
TA
1563
Townsend & Associates
Colorado
$547K
FWP
1564
Forefront Wealth Partners
Texas
$545K
DCM
1565
Driehaus Capital Management
Illinois
$543K
NS
1566
NBC Securities
Alabama
$542K
BSB
1567
Bangor Savings Bank
Maine
$542K
IP
1568
Investment Partners
Ohio
$540K
CWM
1569
Connecticut Wealth Management
Connecticut
$539K
GWP
1570
Gateway Wealth Partners
Wisconsin
$539K
ANTB
1571
AMG National Trust Bank
Colorado
$537K
DCM
1572
Dudley Capital Management
Virginia
$537K
MHR
1573
Matthew Hamilton Rosenberg
$534K
PL
1574
Parthenon LLC
Kentucky
$533K
PGCM
1575
Prescott Group Capital Management
Oklahoma
$533K