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
CAM
1601
Creekmur Asset Management
Illinois
$501K
SHFA
1602
SS&H Financial Advisors
Michigan
$500K
KWM
1603
Kassira Wealth Management
Tennessee
$500K
SNB
1604
Security National Bank
Nebraska
$499K
EPM
1605
Elm Partners Management
Pennsylvania
$499K
RZH
1606
Relyea Zuckerberg Hanson
Connecticut
$497K
DWM
1607
Drive Wealth Management
Utah
$496K
TCM
1608
Tufton Capital Management
Maryland
$495K
SCM
1609
Sterling Capital Management
North Carolina
$494K
BIG
1610
Brookwood Investment Group
Arizona
$493K
OHWA
1611
Oak Hill Wealth Advisors
Virginia
$492K
HAIM
1612
Hunter Associates Investment Management
Pennsylvania
$487K
MCM
1613
McRae Capital Management
New Jersey
$487K
KBFS
1614
Kohmann Bosshard Financial Services
Ohio
$485K
TM
1615
TigerOak Management
New Mexico
$483K
AGWCA
1616
Annis Gardner Whiting Capital Advisors
Florida
$480K
HWM
1617
HFR Wealth Management
New York
$480K
AA
1618
Advisory Alpha
Michigan
$480K
FWM
1619
Focused Wealth Management
New York
$478K
KCM
1620
Kathmere Capital Management
Pennsylvania
$478K
CAWM
1621
Capital Advisors Wealth Management
Washington
$477K
CAC
1622
Certified Advisory Corp
Florida
$475K
TCM
1623
TruNorth Capital Management
Michigan
$474K
LJHT
1624
Laurie J. Hall Trustee
$472K
PWW
1625
Pettyjohn Wood & White
Virginia
$472K