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
1801
SeaBridge Investment Advisors
New Jersey
$331K
OCG
1802
Opus Capital Group
Ohio
$331K
SMA
1803
Seven Mile Advisory
New Jersey
$331K
PWM
1804
Penobscot Wealth Management
Maine
$330K
O3W
1805
Omni 360 Wealth
New Jersey
$330K
KFP
1806
KMG Fiduciary Partners
Ohio
$329K
LF
1807
Lee Financial
Texas
$329K
HCM
1808
Hengehold Capital Management
Ohio
$327K
GIP
1809
Greatmark Investment Partners
Georgia
$327K
JWBC
1810
J.W. Burns & Co
New York
$327K
CBT
1811
Central Bank & Trust
Kentucky
$326K
PIA
1812
Perennial Investment Advisors
California
$326K
FCM
1813
Fourpath Capital Management
Oklahoma
$326K
JGUA
1814
John G. Ullman & Associates
New York
$325K
CPWA
1815
Cerro Pacific Wealth Advisors
California
$325K
FSCM
1816
Front Street Capital Management
Montana
$324K
MBTD
1817
Mechanics Bank - Trust Department
California
$324K
MFP
1818
Meridian Financial Partners
Virginia
$324K
CJ
1819
Caitlin John
Michigan
$323K
BIA
1820
Beacon Investment Advisors
Maryland
$323K
MAA
1821
Matrix Asset Advisors
New York
$323K
AIM
1822
Athena Investment Management
California
$323K
KCP
1823
Kera Capital Partners
California
$322K
RIM
1824
Redwood Investment Management
Arizona
$321K
SFG
1825
SNS Financial Group
Minnesota
$320K