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
WA
1576
Wealth Architects
California
$526K
APG
1577
Abacus Planning Group
South Carolina
$526K
PSCM
1578
Per Stirling Capital Management
Texas
$526K
TNAM
1579
Terra Nova Asset Management
New York
$524K
MCP
1580
Militia Capital Partners
Nevada
$524K
MWM
1581
Mindset Wealth Management
Indiana
$524K
FAG
1582
Fortitude Advisory Group
Washington
$522K
ACM
1583
Andina Capital Management
Utah
$518K
TCBWMS
1584
Texas Capital Bank Wealth Management Services
Texas
$518K
IIC
1585
Integrated Investment Consultants
Michigan
$518K
BFA
1586
Beaumont Financial Advisors
Massachusetts
$517K
CT
1587
Caldwell Trust
Florida
$515K
SWA
1588
Stratos Wealth Advisors
Ohio
$514K
5W
1589
5T Wealth
California
$513K
GAM
1590
Grandview Asset Management
Pennsylvania
$512K
AWA
1591
Arbor Wealth Advisors
Michigan
$511K
LSIA
1592
LaSalle St. Investment Advisors
Illinois
$510K
AWAG
1593
ARS Wealth Advisors Group
Florida
$510K
AFS
1594
Anderson Financial Strategies
Ohio
$509K
CF
1595
Centaurus Financial
California
$509K
WC
1596
Wexford Capital
Florida
$507K
SF
1597
Symphony Financial
Texas
$507K
VCAM
1598
Van Cleef Asset Management
Ohio
$505K
DIM
1599
DLK Investment Management
California
$505K
TC
1600
TFR Capital
Texas
$504K