2,360 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, 972 increasing their positions, 781 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 (+$2.18B)

1.94% less ownership

Funds ownership: 83.77%81.82% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,360
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
XF
1851
XML Financial
Maryland
$313K
1CM
1852
1492 Capital Management
Wisconsin
$312K
GA
1853
Goldstein Advisors
Wisconsin
$312K
EFG
1854
Embree Financial Group
Illinois
$311K
DLA
1855
Douglas Lane & Associates
New York
$311K
LA
1856
LVW Advisors
New York
$310K
CWA
1857
Consilium Wealth Advisory
Texas
$310K
FCAS
1858
First Command Advisory Services
Texas
$310K
OIA
1859
Optimum Investment Advisors
Illinois
$309K
DWM
1860
Daner Wealth Management
Georgia
$308K
CCA
1861
Cadent Capital Advisors
Oklahoma
$308K
NRC
1862
New Republic Capital
North Carolina
$307K
CSI
1863
Cross Staff Investments
New York
$307K
FWI
1864
Facet Wealth Inc
Maryland
$307K
SFC
1865
SYM Financial Corp
Indiana
$305K
FI
1866
Finivi Inc
Massachusetts
$305K
BPFA
1867
Barnes Pettey Financial Advisors
Mississippi
$304K
PTB
1868
Pioneer Trust Bank
Oregon
$303K
QFW
1869
QTR Family Wealth
Florida
$303K
CWA
1870
Cascade Wealth Advisors
Washington
$303K
SFS
1871
Sharp Financial Services
Pennsylvania
$303K
WAG
1872
Windsor Advisory Group
Ohio
$302K
DTC
1873
Davidson Trust Company
Washington
$301K
CIM
1874
Cambria Investment Management
California
$301K
XWM
1875
Xcel Wealth Management
Florida
$300K