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
ACM
1576
Andina Capital Management
Utah
$518K
TCBWMS
1577
Texas Capital Bank Wealth Management Services
Texas
$518K
IIC
1578
Integrated Investment Consultants
Michigan
$518K
BFA
1579
Beaumont Financial Advisors
Massachusetts
$517K
CT
1580
Caldwell Trust
Florida
$515K
SWA
1581
Stratos Wealth Advisors
Ohio
$514K
5W
1582
5T Wealth
California
$513K
GAM
1583
Grandview Asset Management
Pennsylvania
$512K
AWA
1584
Arbor Wealth Advisors
Michigan
$511K
LSIA
1585
LaSalle St. Investment Advisors
Illinois
$510K
AWAG
1586
ARS Wealth Advisors Group
Florida
$510K
AFS
1587
Anderson Financial Strategies
Ohio
$509K
CF
1588
Centaurus Financial
California
$509K
WC
1589
Wexford Capital
Florida
$507K
SF
1590
Symphony Financial
Texas
$507K
VCAM
1591
Van Cleef Asset Management
Ohio
$505K
DIM
1592
DLK Investment Management
California
$505K
TC
1593
TFR Capital
Texas
$504K
CAM
1594
Creekmur Asset Management
Illinois
$501K
SHFA
1595
SS&H Financial Advisors
Michigan
$500K
KWM
1596
Kassira Wealth Management
Tennessee
$500K
SNB
1597
Security National Bank
Nebraska
$499K
EPM
1598
Elm Partners Management
Pennsylvania
$499K
RZH
1599
Relyea Zuckerberg Hanson
Connecticut
$497K
DWM
1600
Drive Wealth Management
Utah
$496K