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
OFW
1701
Omnia Family Wealth
Florida
$402K
KFI
1702
Key Financial Inc
Pennsylvania
$402K
HPBT
1703
Hickory Point Bank & Trust
Illinois
$402K
BCM
1704
Boltwood Capital Management
California
$401K
IA
1705
Integrity Alliance
Iowa
$400K
CPRC
1706
Consolidated Portfolio Review Corp
New York
$400K
VAMG
1707
Voisard Asset Management Group
Michigan
$399K
CCFCSB
1708
Cape Cod Five Cents Savings Bank
Massachusetts
$399K
ANB
1709
Amarillo National Bank
Texas
$397K
AWM
1710
Aprio Wealth Management
Georgia
$396K
FFP
1711
FourThought Financial Partners
Florida
$395K
TW
1712
TritonPoint Wealth
Maryland
$395K
HWA
1713
Heartwood Wealth Advisors
Virginia
$394K
SSW
1714
Stone Summit Wealth
Florida
$393K
B
1715
Bensler
Washington
$392K
TGIA
1716
Torrey Growth & Income Advisors
California
$391K
WIS
1717
Wright Investors Service
Connecticut
$390K
SFG
1718
Sovereign Financial Group
Connecticut
$390K
PIP
1719
Peachtree Investment Partners
Florida
$388K
PWA
1720
Peterson Wealth Advisors
Utah
$388K
VP
1721
Verum Partners
North Carolina
$388K
S
1722
Sunpointe
Missouri
$387K
MHC
1723
May Hill Capital
Massachusetts
$387K
CWM
1724
Circle Wealth Management
New Jersey
$387K
WGC
1725
Watts Gwilliam & Co
Arizona
$386K