2,355 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, 971 increasing their positions, 779 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: 83.74%81.8% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,355
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
TWM
1726
TriaGen Wealth Management
California
$385K
NCTC
1727
New Covenant Trust Company
Indiana
$384K
DOA
1728
D'Orazio & Associates
Virginia
$384K
DFP
1729
Defined Financial Planning
California
$383K
OP
1730
ORG Partners
Indiana
$382K
ACC
1731
Acorn Creek Capital
Colorado
$381K
ICP
1732
Impact Capital Partners
Colorado
$379K
TH
1733
TCTC Holdings
Texas
$379K
CF
1734
Clarity Financial
Texas
$379K
CWM
1735
Compass Wealth Management
Connecticut
$378K
GSWA
1736
Good Steward Wealth Advisors
Tennessee
$377K
NA
1737
Navellier & Associates
Nevada
$376K
PCM
1738
Permanent Capital Management
Illinois
$376K
QCIG
1739
Quad-Cities Investment Group
Iowa
$375K
CPC
1740
Congress Park Capital
New York
$374K
BFC
1741
Blue Fin Capital
Rhode Island
$374K
LWM
1742
Lyell Wealth Management
California
$373K
SIM
1743
Sentry Investment Management
Wisconsin
$373K
AAMC
1744
Asset Allocation & Management Company
Illinois
$373K
RWP
1745
Revolve Wealth Partners
New Jersey
$371K
AFP
1746
Alpha Financial Partners
Kentucky
$371K
PIA
1747
Panoramic Investment Advisors
Colorado
$370K
AF
1748
Apexium Financial
Texas
$370K
AIFAIM
1749
American Institute for Advanced Investment Management
Arizona
$369K
AFT
1750
Alpha Family Trust
California
$369K