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
GKFF
1576
George Kaiser Family Foundation
Oklahoma
$533K
GCM
1577
Gables Capital Management
Florida
$533K
BBA
1578
BLB&B Advisors
Pennsylvania
$532K
CA
1579
Calton & Associates
Florida
$532K
BDFN
1580
Bond & Devick Financial Network
Minnesota
$529K
LA
1581
Legacy Advisors
Pennsylvania
$526K
WA
1582
Wealth Architects
California
$526K
APG
1583
Abacus Planning Group
South Carolina
$526K
PSCM
1584
Per Stirling Capital Management
Texas
$526K
TNAM
1585
Terra Nova Asset Management
New York
$524K
MWM
1586
Mindset Wealth Management
Indiana
$524K
MCP
1587
Militia Capital Partners
Nevada
$524K
FAG
1588
Fortitude Advisory Group
Washington
$522K
ACM
1589
Andina Capital Management
Utah
$518K
TCBWMS
1590
Texas Capital Bank Wealth Management Services
Texas
$518K
IIC
1591
Integrated Investment Consultants
Michigan
$518K
BFA
1592
Beaumont Financial Advisors
Massachusetts
$517K
CT
1593
Caldwell Trust
Florida
$515K
SWA
1594
Stratos Wealth Advisors
Ohio
$514K
5W
1595
5T Wealth
California
$513K
GAM
1596
Grandview Asset Management
Pennsylvania
$512K
AWA
1597
Arbor Wealth Advisors
Michigan
$511K
LSIA
1598
LaSalle St. Investment Advisors
Illinois
$510K
AWAG
1599
ARS Wealth Advisors Group
Florida
$510K
AFS
1600
Anderson Financial Strategies
Ohio
$509K