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
SP
2026
Sequent Planning
Nebraska
$226K
SWG
2027
Summit Wealth Group
Vermont
$226K
CCA
2028
Cora Capital Advisors
New Jersey
$225K
KOMWMG
2029
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$225K
RB
2030
Renasant Bank
Mississippi
$225K
FFC
2031
Frederick Financial Consultants
Maryland
$225K
RIG
2032
Renaissance Investment Group
Massachusetts
$225K
UPS
2033
UHLMANN PRICE SECURITIES
Illinois
$225K
PPW
2034
Pasadena Private Wealth
California
$225K
VCWA
2035
Vanguard Capital Wealth Advisors
Colorado
$225K
MWM
2036
Mattern Wealth Management
Kansas
$225K
FZCM
2037
Flynn Zito Capital Management
New York
$225K
RFA
2038
Reyes Financial Architecture
California
$225K
FIB
2039
First Interstate Bank
Montana
$225K
SA
2040
SoundView Advisors
Washington
$224K
TAM
2041
Townsend Asset Management
North Carolina
$224K
WW
2042
Westshore Wealth
California
$224K
PAA
2043
Peregrine Asset Advisers
Oregon
$223K
DCBT
2044
Dakota Community Bank & Trust
North Dakota
$222K
WBC
2045
Westpac Banking Corp
Australia
$222K
SFP
2046
Sandbox Financial Partners
Maryland
$222K
CSA
2047
Cottage Street Advisors
Massachusetts
$222K
SSW
2048
Smith Shellnut Wilson
Mississippi
$222K
AI
2049
AXS Investments
New York
$221K
VW
2050
Vance Wealth
California
$221K