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
WAG
1876
Windsor Advisory Group
Ohio
$302K
DTC
1877
Davidson Trust Company
Washington
$301K
CIM
1878
Cambria Investment Management
California
$301K
XWM
1879
Xcel Wealth Management
Florida
$300K
FAT
1880
First American Trust
California
$299K
AB
1881
Atlas Brown
Kentucky
$299K
BAM
1882
BOS Asset Management
Illinois
$299K
HKAM
1883
Horizon Kinetics Asset Management
New York
$298K
ABWM
1884
Alpine Bank Wealth Management
Colorado
$298K
CWG
1885
Crown Wealth Group
North Carolina
$296K
ACA
1886
Affinity Capital Advisors
California
$296K
MAM
1887
McLean Asset Management
Virginia
$296K
MCM
1888
Mendel Capital Management
Arkansas
$296K
PEA
1889
Park Edge Advisors
Ohio
$295K
GWA
1890
Gratus Wealth Advisors
Virginia
$295K
HWA
1891
HHM Wealth Advisors
Tennessee
$295K
CPA
1892
Cardiff Park Advisors
California
$295K
LFS
1893
Legacy Financial Strategies
Kansas
$294K
AGC
1894
Aspen Grove Capital
Colorado
$294K
HCA
1895
Harbour Capital Advisors
Virginia
$294K
SFS
1896
Symphony Financial Services
Ohio
$293K
GC
1897
Gibson Capital
Pennsylvania
$292K
MWAM
1898
Manhattan West Asset Management
California
$292K
FDS
1899
First Dallas Securities
Texas
$292K
ML
1900
Mayport LLC
Massachusetts
$292K