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
CF
1601
Centaurus Financial
California
$509K
WC
1602
Wexford Capital
Florida
$507K
SF
1603
Symphony Financial
Texas
$507K
VCAM
1604
Van Cleef Asset Management
Ohio
$505K
DIM
1605
DLK Investment Management
California
$505K
TC
1606
TFR Capital
Texas
$504K
CAM
1607
Creekmur Asset Management
Illinois
$501K
SHFA
1608
SS&H Financial Advisors
Michigan
$500K
KWM
1609
Kassira Wealth Management
Tennessee
$500K
SNB
1610
Security National Bank
Nebraska
$499K
EPM
1611
Elm Partners Management
Pennsylvania
$499K
RZH
1612
Relyea Zuckerberg Hanson
Connecticut
$497K
DWM
1613
Drive Wealth Management
Utah
$496K
TCM
1614
Tufton Capital Management
Maryland
$495K
SCM
1615
Sterling Capital Management
North Carolina
$494K
BIG
1616
Brookwood Investment Group
Arizona
$493K
OHWA
1617
Oak Hill Wealth Advisors
Virginia
$492K
CWP
1618
Clark Wealth Partners
Illinois
$490K
HAIM
1619
Hunter Associates Investment Management
Pennsylvania
$487K
MCM
1620
McRae Capital Management
New Jersey
$487K
KBFS
1621
Kohmann Bosshard Financial Services
Ohio
$485K
TM
1622
TigerOak Management
New Mexico
$483K
AGWCA
1623
Annis Gardner Whiting Capital Advisors
Florida
$480K
HWM
1624
HFR Wealth Management
New York
$480K
AA
1625
Advisory Alpha
Michigan
$480K