2,344 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 206 funds opening new positions, 968 increasing their positions, 775 reducing their positions, and 107 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 (+$2.33B)

1.89% less ownership

Funds ownership: 83.61%81.71% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,344
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
CF
1726
Clarity Financial
Texas
$379K
TH
1727
TCTC Holdings
Texas
$379K
CWM
1728
Compass Wealth Management
Connecticut
$378K
GSWA
1729
Good Steward Wealth Advisors
Tennessee
$377K
NA
1730
Navellier & Associates
Nevada
$376K
PCM
1731
Permanent Capital Management
Illinois
$376K
QCIG
1732
Quad-Cities Investment Group
Iowa
$375K
CPC
1733
Congress Park Capital
New York
$374K
BFC
1734
Blue Fin Capital
Rhode Island
$374K
LWM
1735
Lyell Wealth Management
California
$373K
SIM
1736
Sentry Investment Management
Wisconsin
$373K
AAMC
1737
Asset Allocation & Management Company
Illinois
$373K
RWP
1738
Revolve Wealth Partners
New Jersey
$371K
AFP
1739
Alpha Financial Partners
Kentucky
$371K
PIA
1740
Panoramic Investment Advisors
Colorado
$370K
AF
1741
Apexium Financial
Texas
$370K
AIFAIM
1742
American Institute for Advanced Investment Management
Arizona
$369K
AFT
1743
Alpha Family Trust
California
$369K
HR
1744
Howe & Rusling
New York
$368K
RIA
1745
Regal Investment Advisors
Michigan
$368K
PA
1746
Probity Advisors
Texas
$368K
QPWM
1747
Quadrant Private Wealth Management
Pennsylvania
$367K
MKA
1748
M. Kulyk & Associates
Georgia
$367K
KCM
1749
Kanawha Capital Management
Virginia
$367K
CCG
1750
Catalina Capital Group
California
$366K