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
SIA
1751
SGL Investment Advisors
Montana
$366K
FWM
1752
Forza Wealth Management
Florida
$364K
RFS
1753
Retirement Financial Solutions
Tennessee
$363K
PWG
1754
Portside Wealth Group
Utah
$362K
BWM
1755
BigSur Wealth Management
Florida
$362K
BP
1756
BWM Planning
Texas
$361K
MAC
1757
Mason & Associates (California)
California
$361K
VCM
1758
Virtue Capital Management
Tennessee
$360K
CPW
1759
Cove Private Wealth
New York
$358K
Empower Advisory Group
1760
Empower Advisory Group
Colorado
$357K
IWP
1761
Invenio Wealth Partners
Florida
$356K
TDC
1762
Thompson Davis & Co
Virginia
$356K
EFA
1763
Evernest Financial Advisors
Indiana
$355K
NRW
1764
Nova R Wealth
Kansas
$354K
CIAS
1765
CFS Investment Advisory Services
New Jersey
$354K
FAFN
1766
First Affirmative Financial Network
Colorado
$354K
RWM
1767
Revisor Wealth Management
Ohio
$353K
BWM
1768
BKM Wealth Management
Wisconsin
$353K
TF
1769
Tudor Financial
Ohio
$352K
TIA
1770
Tandem Investment Advisors
South Carolina
$352K
SWMG
1771
Sanchez Wealth Management Group
Florida
$352K
JCM
1772
Jacobsen Capital Management
Utah
$351K
JF
1773
Joule Financial
Kentucky
$350K
EIP
1774
Ellis Investment Partners
Pennsylvania
$349K
DDPIC
1775
Deroy & Devereaux Private Investment Counsel
Michigan
$348K