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
BWM
1676
Birchcreek Wealth Management
Ohio
$436K
VWA
1677
VSM Wealth Advisory
Maryland
$435K
LC
1678
Lincoln Capital
Nebraska
$434K
AWM
1679
Accel Wealth Management
Iowa
$434K
MCCA
1680
Mill Creek Capital Advisors
Pennsylvania
$433K
HFP
1681
Holistic Financial Partners
Indiana
$432K
NIA
1682
NIA Impact Advisors
California
$430K
PMFA
1683
Plante Moran Financial Advisors
Michigan
$430K
CG
1684
Clifford Group
Massachusetts
$430K
SSWM
1685
Sheets Smith Wealth Management
North Carolina
$429K
AL
1686
Aspiriant LLC
California
$424K
KFA
1687
Kelleher Financial Advisors
New York
$424K
PCM
1688
Prelude Capital Management
New York
$421K
AIM
1689
Anchor Investment Management
South Carolina
$421K
BWM
1690
BCS Wealth Management
Tennessee
$419K
CS
1691
Cannell & Spears
New York
$418K
WP
1692
Westmount Partners
California
$418K
AWM
1693
Atticus Wealth Management
Florida
$415K
LPFG
1694
Landing Point Financial Group
Ohio
$414K
IF
1695
Intrua Financial
Texas
$413K
HKIM
1696
Hayek Kallen Investment Management
Alabama
$410K
Members Trust
1697
Members Trust
Florida
$410K
PTC
1698
Philadelphia Trust Company
Pennsylvania
$409K
NWWA
1699
New Wave Wealth Advisors
Arkansas
$407K
RCM
1700
Requisite Capital Management
Texas
$406K