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
GKWIM
2076
Gerber Kawasaki Wealth & Investment Management
California
$216K
GPWM
2077
Grant Private Wealth Management
California
$216K
WFA
2078
WMG Financial Advisors
Tennessee
$215K
GWM
2079
Greenwich Wealth Management
Connecticut
$215K
MWA
2080
Motive Wealth Advisors
Michigan
$214K
3IP
2081
3Chopt Investment Partners
Virginia
$214K
CTC
2082
Cetera Trust Company
Minnesota
$214K
CPCM
2083
Cardinal Point Capital Management
Ontario, Canada
$213K
EAM
2084
Empirical Asset Management
Massachusetts
$213K
OA
2085
Operose Advisors
Wisconsin
$213K
TWM
2086
Tanager Wealth Management
United Kingdom
$213K
BC
2087
Barrett & Company
Rhode Island
$213K
PCM
2088
Princeton Capital Management
New Jersey
$212K
HFS
2089
Heritage Financial Services
Massachusetts
$212K
HBWM
2090
Hollow Brook Wealth Management
New York
$211K
PB
2091
Pinnacle Bancorp
Nebraska
$211K
ACS
2092
Archford Capital Strategies
Illinois
$211K
WTFG
2093
Wood Tarver Financial Group
Idaho
$210K
MWP
2094
Meredith Wealth Planning
Illinois
$210K
MAP
2095
Moody Aldrich Partners
Massachusetts
$210K
FA
2096
Fermata Advisors
California
$210K
RW
2097
Ridgeline Wealth
Arizona
$209K
RFP
2098
Root Financial Partners
California
$209K
WCFA
2099
Walkner Condon Financial Advisors
Wisconsin
$208K
HCWM
2100
Hidden Cove Wealth Management
Washington
$208K