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
AAMC
1751
Asset Allocation & Management Company
Illinois
$373K
RWP
1752
Revolve Wealth Partners
New Jersey
$371K
AFP
1753
Alpha Financial Partners
Kentucky
$371K
PIA
1754
Panoramic Investment Advisors
Colorado
$370K
AF
1755
Apexium Financial
Texas
$370K
AIFAIM
1756
American Institute for Advanced Investment Management
Arizona
$369K
AFT
1757
Alpha Family Trust
California
$369K
HR
1758
Howe & Rusling
New York
$368K
RIA
1759
Regal Investment Advisors
Michigan
$368K
PA
1760
Probity Advisors
Texas
$368K
QPWM
1761
Quadrant Private Wealth Management
Pennsylvania
$367K
MKA
1762
M. Kulyk & Associates
Georgia
$367K
KCM
1763
Kanawha Capital Management
Virginia
$367K
CCG
1764
Catalina Capital Group
California
$366K
SIA
1765
SGL Investment Advisors
Montana
$366K
FWM
1766
Forza Wealth Management
Florida
$364K
RFS
1767
Retirement Financial Solutions
Tennessee
$363K
PWG
1768
Portside Wealth Group
Utah
$362K
BWM
1769
BigSur Wealth Management
Florida
$362K
BP
1770
BWM Planning
Texas
$361K
MAC
1771
Mason & Associates (California)
California
$361K
CPW
1772
Cove Private Wealth
New York
$358K
Empower Advisory Group
1773
Empower Advisory Group
Colorado
$357K
IWP
1774
Invenio Wealth Partners
Florida
$356K
TDC
1775
Thompson Davis & Co
Virginia
$356K