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
EFA
1776
Evernest Financial Advisors
Indiana
$355K
NRW
1777
Nova R Wealth
Kansas
$354K
CIAS
1778
CFS Investment Advisory Services
New Jersey
$354K
FAFN
1779
First Affirmative Financial Network
Colorado
$354K
RWM
1780
Revisor Wealth Management
Ohio
$353K
BWM
1781
BKM Wealth Management
Wisconsin
$353K
TF
1782
Tudor Financial
Ohio
$352K
TIA
1783
Tandem Investment Advisors
South Carolina
$352K
SWMG
1784
Sanchez Wealth Management Group
Florida
$352K
JCM
1785
Jacobsen Capital Management
Utah
$351K
JF
1786
Joule Financial
Kentucky
$350K
EIP
1787
Ellis Investment Partners
Pennsylvania
$349K
DDPIC
1788
Deroy & Devereaux Private Investment Counsel
Michigan
$348K
LWM
1789
Lakeridge Wealth Management
Ohio
$345K
WDA
1790
Wendell David Associates
New Hampshire
$345K
DACS
1791
Dymon Asia Capital (Singapore)
Singapore
$345K
FDDB
1792
Fidelity D&D Bancorp
Pennsylvania
$344K
GG
1793
Greenwood Gearhart
Arkansas
$343K
RA
1794
Riversedge Advisors
Delaware
$342K
CPA
1795
Capital Performance Advisors
California
$341K
OF
1796
Optimize Financial
California
$341K
AIM
1797
Acropolis Investment Management
Missouri
$340K
LF
1798
Lantz Financial
Illinois
$340K
IFA
1799
Index Fund Advisors
California
$340K
BDA
1800
Borer Denton & Associates
Pennsylvania
$339K