2,360 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 972 increasing their positions, 781 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 (+$2.18B)

1.94% less ownership

Funds ownership: 83.77%81.82% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,360
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
PWM
2026
PBMares Wealth Management
Virginia
$230K
TFM
2027
TFC Financial Management
Massachusetts
$230K
AGP
2028
Autumn Glory Partners
Texas
$228K
FA
2029
FDx Advisors
Illinois
$228K
FFO
2030
Fortitude Family Office
Arizona
$228K
ACM
2031
Avalon Capital Management
California
$228K
CWS
2032
Cypress Wealth Services
California
$227K
GWP
2033
Gen-Wealth Partners
Michigan
$227K
MWA
2034
Midland Wealth Advisors
Illinois
$227K
WAG
2035
Winthrop Advisory Group
Massachusetts
$227K
GAA
2036
Global Assets Advisory
Florida
$226K
ONST
2037
Old North State Trust
North Carolina
$226K
SP
2038
Sequent Planning
Nebraska
$226K
SWG
2039
Summit Wealth Group
Vermont
$226K
CCA
2040
Cora Capital Advisors
New Jersey
$225K
KOMWMG
2041
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$225K
RB
2042
Renasant Bank
Mississippi
$225K
FFC
2043
Frederick Financial Consultants
Maryland
$225K
FZCM
2044
Flynn Zito Capital Management
New York
$225K
RFA
2045
Reyes Financial Architecture
California
$225K
UPS
2046
UHLMANN PRICE SECURITIES
Illinois
$225K
RIG
2047
Renaissance Investment Group
Massachusetts
$225K
VCWA
2048
Vanguard Capital Wealth Advisors
Colorado
$225K
PPW
2049
Pasadena Private Wealth
California
$225K
MWM
2050
Mattern Wealth Management
Kansas
$225K