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
UWP
1926
Uniting Wealth Partners
Kansas
$277K
FC
1927
Financial Council
Maryland
$277K
SC
1928
Sapient Capital
Indiana
$276K
BTD
1929
BankPlus Trust Department
Mississippi
$275K
CIAS
1930
CBIZ Investment Advisory Services
Ohio
$275K
CVA
1931
Central Valley Advisors
California
$274K
GCM
1932
Gunderson Capital Management
South Carolina
$273K
MMHP
1933
Murphy Middleton Hinkle & Parker
Georgia
$273K
RWP
1934
Ridgecrest Wealth Partners
California
$272K
CTB
1935
Country Trust Bank
Illinois
$272K
HC
1936
Headland Capital
South Carolina
$272K
EWM
1937
Endowment Wealth Management
Wisconsin
$272K
EIA
1938
Eldridge Investment Advisors
New Hampshire
$272K
ECM
1939
Elgethun Capital Management
South Dakota
$271K
TCOK
1940
Trust Company of Kansas
Kansas
$270K
FCG
1941
Fielder Capital Group
Tennessee
$270K
HPM
1942
Hoxton Planning & Management
West Virginia
$269K
LAM
1943
Lingohr Asset Management
Germany
$269K
SPWM
1944
Schrum Private Wealth Management
Florida
$269K
SC
1945
Steph & Co
Wisconsin
$268K
KA
1946
Klingman & Associates
New York
$268K
IIM
1947
Ironwood Investment Management
Massachusetts
$268K
FFA
1948
First Foundation Advisors
California
$268K
2WWM
1949
21 West Wealth Management
California
$266K
FA
1950
Fountainhead AM
New Jersey
$265K