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
DWM
1851
Daner Wealth Management
Georgia
$308K
CCA
1852
Cadent Capital Advisors
Oklahoma
$308K
NRC
1853
New Republic Capital
North Carolina
$307K
CSI
1854
Cross Staff Investments
New York
$307K
FWI
1855
Facet Wealth Inc
Maryland
$307K
SFC
1856
SYM Financial Corp
Indiana
$305K
BPFA
1857
Barnes Pettey Financial Advisors
Mississippi
$304K
PTB
1858
Pioneer Trust Bank
Oregon
$303K
QFW
1859
QTR Family Wealth
Florida
$303K
CWA
1860
Cascade Wealth Advisors
Washington
$303K
SFS
1861
Sharp Financial Services
Pennsylvania
$303K
WAG
1862
Windsor Advisory Group
Ohio
$302K
DTC
1863
Davidson Trust Company
Washington
$301K
CIM
1864
Cambria Investment Management
California
$301K
XWM
1865
Xcel Wealth Management
Florida
$300K
FAT
1866
First American Trust
California
$299K
AB
1867
Atlas Brown
Kentucky
$299K
BAM
1868
BOS Asset Management
Illinois
$299K
HKAM
1869
Horizon Kinetics Asset Management
New York
$298K
ABWM
1870
Alpine Bank Wealth Management
Colorado
$298K
CWG
1871
Crown Wealth Group
North Carolina
$296K
ACA
1872
Affinity Capital Advisors
California
$296K
MAM
1873
McLean Asset Management
Virginia
$296K
MCM
1874
Mendel Capital Management
Arkansas
$296K
PEA
1875
Park Edge Advisors
Ohio
$295K