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
PCM
2076
Princeton Capital Management
New Jersey
$212K
HFS
2077
Heritage Financial Services
Massachusetts
$212K
HBWM
2078
Hollow Brook Wealth Management
New York
$211K
PB
2079
Pinnacle Bancorp
Nebraska
$211K
ACS
2080
Archford Capital Strategies
Illinois
$211K
WTFG
2081
Wood Tarver Financial Group
Idaho
$210K
MWP
2082
Meredith Wealth Planning
Illinois
$210K
MAP
2083
Moody Aldrich Partners
Massachusetts
$210K
FA
2084
Fermata Advisors
California
$210K
RW
2085
Ridgeline Wealth
Arizona
$209K
RFP
2086
Root Financial Partners
California
$209K
WCFA
2087
Walkner Condon Financial Advisors
Wisconsin
$208K
HCWM
2088
Hidden Cove Wealth Management
Washington
$208K
LAM
2089
Longboard Asset Management
Arizona
$208K
TSMHT
2090
Thurston Springer Miller Herd & Titak
Indiana
$208K
AW
2091
Avion Wealth
Texas
$208K
RMCM
2092
Reynders McVeigh Capital Management
Massachusetts
$206K
PAM
2093
Parvin Asset Management
South Dakota
$206K
CWM
2094
Cranbrook Wealth Management
Michigan
$206K
MIOT
2095
Massachusetts Institute of Technology
Massachusetts
$206K
CNWM
2096
Clay Northam Wealth Management
California
$206K
CST
2097
Charles Schwab Trust
Nevada
$205K
MWM
2098
Marion Wealth Management
Pennsylvania
$205K
OWM
2099
Orca Wealth Management
Florida
$204K
BTWM
2100
Brass Tax Wealth Management
Ohio
$204K