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
VP
1726
Verum Partners
North Carolina
$388K
S
1727
Sunpointe
Missouri
$387K
MHC
1728
May Hill Capital
Massachusetts
$387K
CWM
1729
Circle Wealth Management
New Jersey
$387K
WGC
1730
Watts Gwilliam & Co
Arizona
$386K
MSRI
1731
Michael S. Ryan Inc
New York
$386K
NFG
1732
Nadler Financial Group
Illinois
$385K
TWM
1733
TriaGen Wealth Management
California
$385K
NCTC
1734
New Covenant Trust Company
Indiana
$384K
DOA
1735
D'Orazio & Associates
Virginia
$384K
DFP
1736
Defined Financial Planning
California
$383K
OP
1737
ORG Partners
Indiana
$382K
ACC
1738
Acorn Creek Capital
Colorado
$381K
ICP
1739
Impact Capital Partners
Colorado
$379K
CF
1740
Clarity Financial
Texas
$379K
TH
1741
TCTC Holdings
Texas
$379K
CWM
1742
Compass Wealth Management
Connecticut
$378K
GSWA
1743
Good Steward Wealth Advisors
Tennessee
$377K
NA
1744
Navellier & Associates
Nevada
$376K
PCM
1745
Permanent Capital Management
Illinois
$376K
QCIG
1746
Quad-Cities Investment Group
Iowa
$375K
BFC
1747
Blue Fin Capital
Rhode Island
$374K
CPC
1748
Congress Park Capital
New York
$374K
LWM
1749
Lyell Wealth Management
California
$373K
SIM
1750
Sentry Investment Management
Wisconsin
$373K