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
ACG
1901
Allen Capital Group
Nebraska
$283K
FUBT
1902
First United Bank & Trust
Maryland
$283K
SAM
1903
S.A. Mason
Michigan
$281K
MFG
1904
Monte Financial Group
Connecticut
$281K
MFG
1905
Magnus Financial Group
New York
$281K
FI
1906
Fractal Investments
Connecticut
$280K
WCWM
1907
Willow Creek Wealth Management
California
$280K
WBC
1908
West Branch Capital
Massachusetts
$279K
BL
1909
Balentine LLC
Georgia
$278K
WFS
1910
Weitzel Financial Services
Iowa
$278K
UWP
1911
Uniting Wealth Partners
Kansas
$277K
FC
1912
Financial Council
Maryland
$277K
SC
1913
Sapient Capital
Indiana
$276K
BTD
1914
BankPlus Trust Department
Mississippi
$275K
CIAS
1915
CBIZ Investment Advisory Services
Ohio
$275K
CVA
1916
Central Valley Advisors
California
$274K
GCM
1917
Gunderson Capital Management
South Carolina
$273K
MMHP
1918
Murphy Middleton Hinkle & Parker
Georgia
$273K
RWP
1919
Ridgecrest Wealth Partners
California
$272K
CTB
1920
Country Trust Bank
Illinois
$272K
HC
1921
Headland Capital
South Carolina
$272K
EWM
1922
Endowment Wealth Management
Wisconsin
$272K
EIA
1923
Eldridge Investment Advisors
New Hampshire
$272K
ECM
1924
Elgethun Capital Management
South Dakota
$271K
TCOK
1925
Trust Company of Kansas
Kansas
$270K