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
MSWM
2051
Mowery & Schoenfeld Wealth Management
Illinois
$221K
WCM
2052
WealthBridge Capital Management
Ohio
$221K
AFAS
2053
Acorn Financial Advisory Services
Virginia
$220K
FSA
2054
Financial Security Advisor
Virginia
$220K
WJA
2055
Willis Johnson & Associates
Texas
$220K
LRPA
2056
L. Roy Papp & Associates
Arizona
$219K
BAS
2057
Breakthru Advisory Services
Wisconsin
$219K
BST
2058
Bath Savings Trust
Maine
$219K
AIM
2059
AHL Investment Management
Florida
$219K
GCP
2060
GSA Capital Partners
United Kingdom
$218K
HBW
2061
Hazlett, Burt & Watson
West Virginia
$218K
SPFA
2062
Summit Place Financial Advisors
New Jersey
$217K
CCA
2063
Conservest Capital Advisors
Pennsylvania
$217K
GKWIM
2064
Gerber Kawasaki Wealth & Investment Management
California
$216K
GPWM
2065
Grant Private Wealth Management
California
$216K
WFA
2066
WMG Financial Advisors
Tennessee
$215K
GWM
2067
Greenwich Wealth Management
Connecticut
$215K
MWA
2068
Motive Wealth Advisors
Michigan
$214K
3IP
2069
3Chopt Investment Partners
Virginia
$214K
CTC
2070
Cetera Trust Company
Minnesota
$214K
CPCM
2071
Cardinal Point Capital Management
Ontario, Canada
$213K
EAM
2072
Empirical Asset Management
Massachusetts
$213K
OA
2073
Operose Advisors
Wisconsin
$213K
TWM
2074
Tanager Wealth Management
United Kingdom
$213K
BC
2075
Barrett & Company
Rhode Island
$213K