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
FFC
2051
Frederick Financial Consultants
Maryland
$225K
RFA
2052
Reyes Financial Architecture
California
$225K
UPS
2053
UHLMANN PRICE SECURITIES
Illinois
$225K
RIG
2054
Renaissance Investment Group
Massachusetts
$225K
VCWA
2055
Vanguard Capital Wealth Advisors
Colorado
$225K
PPW
2056
Pasadena Private Wealth
California
$225K
MWM
2057
Mattern Wealth Management
Kansas
$225K
FZCM
2058
Flynn Zito Capital Management
New York
$225K
FIB
2059
First Interstate Bank
Montana
$225K
SA
2060
SoundView Advisors
Washington
$224K
TAM
2061
Townsend Asset Management
North Carolina
$224K
WW
2062
Westshore Wealth
California
$224K
PAA
2063
Peregrine Asset Advisers
Oregon
$223K
DCBT
2064
Dakota Community Bank & Trust
North Dakota
$222K
WBC
2065
Westpac Banking Corp
Australia
$222K
SFP
2066
Sandbox Financial Partners
Maryland
$222K
CSA
2067
Cottage Street Advisors
Massachusetts
$222K
SSW
2068
Smith Shellnut Wilson
Mississippi
$222K
AI
2069
AXS Investments
New York
$221K
VW
2070
Vance Wealth
California
$221K
MSWM
2071
Mowery & Schoenfeld Wealth Management
Illinois
$221K
WCM
2072
WealthBridge Capital Management
Ohio
$221K
AFAS
2073
Acorn Financial Advisory Services
Virginia
$220K
FSA
2074
Financial Security Advisor
Virginia
$220K
WJA
2075
Willis Johnson & Associates
Texas
$220K