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
HI
2001
Hudock Inc
Pennsylvania
$245K
BFS
2002
Burkett Financial Services
South Carolina
$245K
CIP
2003
Capital Insight Partners
Arizona
$244K
TFG
2004
Taylor Financial Group
Virginia
$243K
VV
2005
Verity & Verity
South Carolina
$243K
EL
2006
EWA LLC
Pennsylvania
$242K
MPI
2007
Mairs & Power Inc
Minnesota
$242K
IRP
2008
Investment Research Partners
Pennsylvania
$242K
RCP
2009
Rothschild Capital Partners
New York
$241K
LGG
2010
Luts & Greenleigh Group
Maryland
$241K
GCP
2011
Gill Capital Partners
Colorado
$241K
JHCP
2012
Jackson Hole Capital Partners
Oklahoma
$241K
CPIA
2013
Cornell Pochily Investment Advisors
New York
$240K
RWM
2014
Refined Wealth Management
Utah
$240K
VCM
2015
Virtue Capital Management
Tennessee
$239K
SP
2016
Symmetry Partners
Connecticut
$238K
JAFL
2017
Jay A. Fishman Ltd
Michigan
$238K
BWM
2018
Bernard Wealth Management
Michigan
$238K
PCP
2019
Proficio Capital Partners
Massachusetts
$237K
EFG
2020
Everhart Financial Group
Ohio
$237K
ODIJL
2021
One Day In July LLC
Vermont
$237K
TT
2022
TI-Trust
Illinois
$237K
AWG
2023
Altus Wealth Group
Colorado
$236K
AAB
2024
ABN AMRO Bank
Netherlands
$235K
TFA
2025
Tobias Financial Advisors
Florida
$234K