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
VFG
2026
Victory Financial Group
Texas
$233K
TWA
2027
TCI Wealth Advisors
Arizona
$233K
MG
2028
McHugh Group
Ohio
$232K
ECAM
2029
East Coast Asset Management
Massachusetts
$231K
VC
2030
Veracity Capital
Georgia
$231K
LOPW
2031
Live Oak Private Wealth
North Carolina
$231K
SCP
2032
Silverleafe Capital Partners
Tennessee
$231K
MR
2033
Munich Reinsurance
$230K
PWM
2034
PBMares Wealth Management
Virginia
$230K
TFM
2035
TFC Financial Management
Massachusetts
$230K
AGP
2036
Autumn Glory Partners
Texas
$228K
FA
2037
FDx Advisors
Illinois
$228K
FFO
2038
Fortitude Family Office
Arizona
$228K
ACM
2039
Avalon Capital Management
California
$228K
CWS
2040
Cypress Wealth Services
California
$227K
GWP
2041
Gen-Wealth Partners
Michigan
$227K
MWA
2042
Midland Wealth Advisors
Illinois
$227K
WAG
2043
Winthrop Advisory Group
Massachusetts
$227K
GAA
2044
Global Assets Advisory
Florida
$226K
ONST
2045
Old North State Trust
North Carolina
$226K
SP
2046
Sequent Planning
Nebraska
$226K
SWG
2047
Summit Wealth Group
Vermont
$226K
CCA
2048
Cora Capital Advisors
New Jersey
$225K
KOMWMG
2049
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$225K
RB
2050
Renasant Bank
Mississippi
$225K