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
HR
1751
Howe & Rusling
New York
$368K
RIA
1752
Regal Investment Advisors
Michigan
$368K
PA
1753
Probity Advisors
Texas
$368K
QPWM
1754
Quadrant Private Wealth Management
Pennsylvania
$367K
MKA
1755
M. Kulyk & Associates
Georgia
$367K
KCM
1756
Kanawha Capital Management
Virginia
$367K
CCG
1757
Catalina Capital Group
California
$366K
SIA
1758
SGL Investment Advisors
Montana
$366K
FWM
1759
Forza Wealth Management
Florida
$364K
RFS
1760
Retirement Financial Solutions
Tennessee
$363K
PWG
1761
Portside Wealth Group
Utah
$362K
BWM
1762
BigSur Wealth Management
Florida
$362K
BP
1763
BWM Planning
Texas
$361K
MAC
1764
Mason & Associates (California)
California
$361K
VCM
1765
Virtue Capital Management
Tennessee
$360K
CPW
1766
Cove Private Wealth
New York
$358K
Empower Advisory Group
1767
Empower Advisory Group
Colorado
$357K
IWP
1768
Invenio Wealth Partners
Florida
$356K
TDC
1769
Thompson Davis & Co
Virginia
$356K
EFA
1770
Evernest Financial Advisors
Indiana
$355K
NRW
1771
Nova R Wealth
Kansas
$354K
CIAS
1772
CFS Investment Advisory Services
New Jersey
$354K
FAFN
1773
First Affirmative Financial Network
Colorado
$354K
RWM
1774
Revisor Wealth Management
Ohio
$353K
BWM
1775
BKM Wealth Management
Wisconsin
$353K