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
ODIJL
2001
One Day In July LLC
Vermont
$237K
TT
2002
TI-Trust
Illinois
$237K
AWG
2003
Altus Wealth Group
Colorado
$236K
AAB
2004
ABN AMRO Bank
Netherlands
$235K
TFA
2005
Tobias Financial Advisors
Florida
$234K
VFG
2006
Victory Financial Group
Texas
$233K
TWA
2007
TCI Wealth Advisors
Arizona
$233K
MG
2008
McHugh Group
Ohio
$232K
ECAM
2009
East Coast Asset Management
Massachusetts
$231K
VC
2010
Veracity Capital
Georgia
$231K
LOPW
2011
Live Oak Private Wealth
North Carolina
$231K
SCP
2012
Silverleafe Capital Partners
Tennessee
$231K
MR
2013
Munich Reinsurance
$230K
PWM
2014
PBMares Wealth Management
Virginia
$230K
TFM
2015
TFC Financial Management
Massachusetts
$230K
AGP
2016
Autumn Glory Partners
Texas
$228K
FA
2017
FDx Advisors
Illinois
$228K
FFO
2018
Fortitude Family Office
Arizona
$228K
ACM
2019
Avalon Capital Management
California
$228K
CWS
2020
Cypress Wealth Services
California
$227K
GWP
2021
Gen-Wealth Partners
Michigan
$227K
MWA
2022
Midland Wealth Advisors
Illinois
$227K
WAG
2023
Winthrop Advisory Group
Massachusetts
$227K
GAA
2024
Global Assets Advisory
Florida
$226K
ONST
2025
Old North State Trust
North Carolina
$226K