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
HFP
1676
Holistic Financial Partners
Indiana
$432K
NIA
1677
NIA Impact Advisors
California
$430K
PMFA
1678
Plante Moran Financial Advisors
Michigan
$430K
CG
1679
Clifford Group
Massachusetts
$430K
SSWM
1680
Sheets Smith Wealth Management
North Carolina
$429K
AL
1681
Aspiriant LLC
California
$424K
KFA
1682
Kelleher Financial Advisors
New York
$424K
PCM
1683
Prelude Capital Management
New York
$421K
AIM
1684
Anchor Investment Management
South Carolina
$421K
BWM
1685
BCS Wealth Management
Tennessee
$419K
CS
1686
Cannell & Spears
New York
$418K
WP
1687
Westmount Partners
California
$418K
AWM
1688
Atticus Wealth Management
Florida
$415K
LPFG
1689
Landing Point Financial Group
Ohio
$414K
IF
1690
Intrua Financial
Texas
$413K
HKIM
1691
Hayek Kallen Investment Management
Alabama
$410K
Members Trust
1692
Members Trust
Florida
$410K
PTC
1693
Philadelphia Trust Company
Pennsylvania
$409K
NWWA
1694
New Wave Wealth Advisors
Arkansas
$407K
RCM
1695
Requisite Capital Management
Texas
$406K
OL
1696
OneFund LLC
Florida
$405K
MTIC
1697
Missouri Trust & Investment Company
Missouri
$405K
CWA
1698
Canvas Wealth Advisors
Kansas
$403K
AIM
1699
Advyzon Investment Management
Illinois
$403K
CBT
1700
Crews Bank & Trust
Florida
$403K