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
OPOWM
1851
One Plus One Wealth Management
Florida
$315K
AFS
1852
Access Financial Services
Minnesota
$314K
RWM
1853
RMG Wealth Management
Wisconsin
$313K
CGH
1854
CMG Global Holdings
Texas
$313K
XF
1855
XML Financial
Maryland
$313K
1CM
1856
1492 Capital Management
Wisconsin
$312K
GA
1857
Goldstein Advisors
Wisconsin
$312K
EFG
1858
Embree Financial Group
Illinois
$311K
DLA
1859
Douglas Lane & Associates
New York
$311K
LA
1860
LVW Advisors
New York
$310K
CWA
1861
Consilium Wealth Advisory
Texas
$310K
FCAS
1862
First Command Advisory Services
Texas
$310K
OIA
1863
Optimum Investment Advisors
Illinois
$309K
DWM
1864
Daner Wealth Management
Georgia
$308K
CCA
1865
Cadent Capital Advisors
Oklahoma
$308K
NRC
1866
New Republic Capital
North Carolina
$307K
CSI
1867
Cross Staff Investments
New York
$307K
FWI
1868
Facet Wealth Inc
Maryland
$307K
SFC
1869
SYM Financial Corp
Indiana
$305K
FI
1870
Finivi Inc
Massachusetts
$305K
BPFA
1871
Barnes Pettey Financial Advisors
Mississippi
$304K
PTB
1872
Pioneer Trust Bank
Oregon
$303K
QFW
1873
QTR Family Wealth
Florida
$303K
CWA
1874
Cascade Wealth Advisors
Washington
$303K
SFS
1875
Sharp Financial Services
Pennsylvania
$303K