2,353 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 969 increasing their positions, 778 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 (+$2.37B)

1.81% less ownership

Funds ownership: 83.61%81.8% (-1.8%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,353
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
PAM
2101
Parvin Asset Management
South Dakota
$206K
CWM
2102
Cranbrook Wealth Management
Michigan
$206K
MIOT
2103
Massachusetts Institute of Technology
Massachusetts
$206K
CNWM
2104
Clay Northam Wealth Management
California
$206K
CST
2105
Charles Schwab Trust
Nevada
$205K
MWM
2106
Marion Wealth Management
Pennsylvania
$205K
OWM
2107
Orca Wealth Management
Florida
$204K
BTWM
2108
Brass Tax Wealth Management
Ohio
$204K
OPA
2109
Old Port Advisors
Maine
$204K
TIA
2110
Tiemann Investment Advisors
California
$203K
VCM
2111
Vivaldi Capital Management
Illinois
$202K
SOW
2112
State of Wyoming
Wyoming
$202K
FFIC
2113
First Fiduciary Investment Counsel
Ohio
$202K
RCI
2114
RS Crum Inc
California
$202K
OBGC
2115
O'Brien Greene & Co
Pennsylvania
$202K
HP
2116
Haven Private
Florida
$201K
LWCFA
2117
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K
NAM
2118
NTV Asset Management
West Virginia
$201K
OC
2119
Oarsman Capital
Wisconsin
$201K
WSWA
2120
Warren Street Wealth Advisors
California
$201K
PWA
2121
Provenance Wealth Advisors
Florida
$196K
WIM
2122
Westside Investment Management
California
$195K
PSB
2123
Piscataqua Savings Bank
New Hampshire
$193K
CA
2124
Crewe Advisors
Utah
$189K
SIS
2125
Sound Income Strategies
Florida
$187K