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
GA
1851
Goldstein Advisors
Wisconsin
$312K
EFG
1852
Embree Financial Group
Illinois
$311K
DLA
1853
Douglas Lane & Associates
New York
$311K
LA
1854
LVW Advisors
New York
$310K
CWA
1855
Consilium Wealth Advisory
Texas
$310K
FCAS
1856
First Command Advisory Services
Texas
$310K
OIA
1857
Optimum Investment Advisors
Illinois
$309K
DWM
1858
Daner Wealth Management
Georgia
$308K
CCA
1859
Cadent Capital Advisors
Oklahoma
$308K
NRC
1860
New Republic Capital
North Carolina
$307K
CSI
1861
Cross Staff Investments
New York
$307K
FWI
1862
Facet Wealth Inc
Maryland
$307K
SFC
1863
SYM Financial Corp
Indiana
$305K
FI
1864
Finivi Inc.
Massachusetts
$305K
BPFA
1865
Barnes Pettey Financial Advisors
Mississippi
$304K
PTB
1866
Pioneer Trust Bank
Oregon
$303K
QFW
1867
QTR Family Wealth
Florida
$303K
CWA
1868
Cascade Wealth Advisors
Washington
$303K
SFS
1869
Sharp Financial Services
Pennsylvania
$303K
WAG
1870
Windsor Advisory Group
Ohio
$302K
DTC
1871
Davidson Trust Company
Washington
$301K
CIM
1872
Cambria Investment Management
California
$301K
XWM
1873
Xcel Wealth Management
Florida
$300K
FAT
1874
First American Trust
California
$299K
AB
1875
Atlas Brown
Kentucky
$299K