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
LAS
1651
LWM Advisory Services
Florida
$443K
SB
1652
Sunflower Bank
Texas
$442K
MAM
1653
Mainsail Asset Management
Alabama
$441K
BMC
1654
Beaton Management Company
Massachusetts
$441K
SLG
1655
Stanley-Laman Group
Pennsylvania
$440K
NPA
1656
Nichols & Pratt Advisers
Massachusetts
$440K
OCM
1657
Objective Capital Management
Ohio
$440K
GCL
1658
Gouws Capital LLC
North Carolina
$440K
SSWM
1659
Strait & Sound Wealth Management
California
$439K
RWB
1660
RMR Wealth Builders
New Jersey
$437K
CFS
1661
Commonwealth Financial Services
West Virginia
$436K
BWM
1662
Birchcreek Wealth Management
Ohio
$436K
VWA
1663
VSM Wealth Advisory
Maryland
$435K
LC
1664
Lincoln Capital
Nebraska
$434K
AWM
1665
Accel Wealth Management
Iowa
$434K
MCCA
1666
Mill Creek Capital Advisors
Pennsylvania
$433K
HFP
1667
Holistic Financial Partners
Indiana
$432K
NIA
1668
NIA Impact Advisors
California
$430K
PMFA
1669
Plante Moran Financial Advisors
Michigan
$430K
CG
1670
Clifford Group
Massachusetts
$430K
SSWM
1671
Sheets Smith Wealth Management
North Carolina
$429K
AL
1672
Aspiriant LLC
California
$424K
KFA
1673
Kelleher Financial Advisors
New York
$424K
PCM
1674
Prelude Capital Management
New York
$421K
AIM
1675
Anchor Investment Management
South Carolina
$421K