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
CCG
1901
Ceeto Capital Group
Florida
$289K
CWM
1902
Cahaba Wealth Management
Georgia
$289K
GSIAS
1903
Garden State Investment Advisory Services
New Jersey
$288K
NCM
1904
Novare Capital Management
North Carolina
$286K
PSP
1905
Principal Street Partners
Tennessee
$286K
TWA
1906
Talisman Wealth Advisors
New Jersey
$285K
ECA
1907
Elevated Capital Advisors
Utah
$285K
PFM
1908
Patton Fund Management
Texas
$285K
GJIA
1909
Glass Jacobson Investment Advisors
Maryland
$284K
MA
1910
MJP Associates
Connecticut
$283K
ACG
1911
Allen Capital Group
Nebraska
$283K
FUBT
1912
First United Bank & Trust
Maryland
$283K
SAM
1913
S.A. Mason
Michigan
$281K
MFG
1914
Monte Financial Group
Connecticut
$281K
MFG
1915
Magnus Financial Group
New York
$281K
FI
1916
Fractal Investments
Connecticut
$280K
WCWM
1917
Willow Creek Wealth Management
California
$280K
WBC
1918
West Branch Capital
Massachusetts
$279K
BL
1919
Balentine LLC
Georgia
$278K
WFS
1920
Weitzel Financial Services
Iowa
$278K
UWP
1921
Uniting Wealth Partners
Kansas
$277K
FC
1922
Financial Council
Maryland
$277K
SC
1923
Sapient Capital
Indiana
$276K
BTD
1924
BankPlus Trust Department
Mississippi
$275K
CIAS
1925
CBIZ Investment Advisory Services
Ohio
$275K