2,360 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, 973 increasing their positions, 780 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: 83.77%81.82% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,360
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
BDFN
1576
Bond & Devick Financial Network
Minnesota
$529K
LA
1577
Legacy Advisors
Pennsylvania
$526K
WA
1578
Wealth Architects
California
$526K
APG
1579
Abacus Planning Group
South Carolina
$526K
PSCM
1580
Per Stirling Capital Management
Texas
$526K
TNAM
1581
Terra Nova Asset Management
New York
$524K
MCP
1582
Militia Capital Partners
Nevada
$524K
MWM
1583
Mindset Wealth Management
Indiana
$524K
FAG
1584
Fortitude Advisory Group
Washington
$522K
ACM
1585
Andina Capital Management
Utah
$518K
TCBWMS
1586
Texas Capital Bank Wealth Management Services
Texas
$518K
IIC
1587
Integrated Investment Consultants
Michigan
$518K
BFA
1588
Beaumont Financial Advisors
Massachusetts
$517K
CT
1589
Caldwell Trust
Florida
$515K
SWA
1590
Stratos Wealth Advisors
Ohio
$514K
5W
1591
5T Wealth
California
$513K
GAM
1592
Grandview Asset Management
Pennsylvania
$512K
AWA
1593
Arbor Wealth Advisors
Michigan
$511K
LSIA
1594
LaSalle St. Investment Advisors
Illinois
$510K
AWAG
1595
ARS Wealth Advisors Group
Florida
$510K
AFS
1596
Anderson Financial Strategies
Ohio
$509K
CF
1597
Centaurus Financial
California
$509K
WC
1598
Wexford Capital
Florida
$507K
SF
1599
Symphony Financial
Texas
$507K
VCAM
1600
Van Cleef Asset Management
Ohio
$505K