2,354 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 969 increasing their positions, 779 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 (+$2.37B)

1.81% less ownership

Funds ownership: 83.61%81.8% (-1.8%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,354
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
GCP
2001
Gill Capital Partners
Colorado
$241K
JHCP
2002
Jackson Hole Capital Partners
Oklahoma
$241K
CPIA
2003
Cornell Pochily Investment Advisors
New York
$240K
RWM
2004
Refined Wealth Management
Utah
$240K
SP
2005
Symmetry Partners
Connecticut
$238K
JAFL
2006
Jay A. Fishman Ltd
Michigan
$238K
BWM
2007
Bernard Wealth Management
Michigan
$238K
PCP
2008
Proficio Capital Partners
Massachusetts
$237K
EFG
2009
Everhart Financial Group
Ohio
$237K
ODIJL
2010
One Day In July LLC
Vermont
$237K
TT
2011
TI-Trust
Illinois
$237K
AWG
2012
Altus Wealth Group
Colorado
$236K
AAB
2013
ABN AMRO Bank
Netherlands
$235K
TFA
2014
Tobias Financial Advisors
Florida
$234K
VFG
2015
Victory Financial Group
Texas
$233K
TWA
2016
TCI Wealth Advisors
Arizona
$233K
MG
2017
McHugh Group
Ohio
$232K
ECAM
2018
East Coast Asset Management
Massachusetts
$231K
VC
2019
Veracity Capital
Georgia
$231K
LOPW
2020
Live Oak Private Wealth
North Carolina
$231K
SCP
2021
Silverleafe Capital Partners
Tennessee
$231K
MR
2022
Munich Reinsurance
$230K
PWM
2023
PBMares Wealth Management
Virginia
$230K
TFM
2024
TFC Financial Management
Massachusetts
$230K
AGP
2025
Autumn Glory Partners
Texas
$228K