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
WTFG
2101
Wood Tarver Financial Group
Idaho
$210K
MWP
2102
Meredith Wealth Planning
Illinois
$210K
MAP
2103
Moody Aldrich Partners
Massachusetts
$210K
FA
2104
Fermata Advisors
California
$210K
RW
2105
Ridgeline Wealth
Arizona
$209K
RFP
2106
Root Financial Partners
California
$209K
WCFA
2107
Walkner Condon Financial Advisors
Wisconsin
$208K
HCWM
2108
Hidden Cove Wealth Management
Washington
$208K
LAM
2109
Longboard Asset Management
Arizona
$208K
TSMHT
2110
Thurston Springer Miller Herd & Titak
Indiana
$208K
AW
2111
Avion Wealth
Texas
$208K
RMCM
2112
Reynders McVeigh Capital Management
Massachusetts
$206K
PAM
2113
Parvin Asset Management
South Dakota
$206K
CWM
2114
Cranbrook Wealth Management
Michigan
$206K
CNWM
2115
Clay Northam Wealth Management
California
$206K
MIOT
2116
Massachusetts Institute of Technology
Massachusetts
$206K
CST
2117
Charles Schwab Trust
Nevada
$205K
MWM
2118
Marion Wealth Management
Pennsylvania
$205K
OWM
2119
Orca Wealth Management
Florida
$204K
BTWM
2120
Brass Tax Wealth Management
Ohio
$204K
OPA
2121
Old Port Advisors
Maine
$204K
TIA
2122
Tiemann Investment Advisors
California
$203K
VCM
2123
Vivaldi Capital Management
Illinois
$202K
SOW
2124
State of Wyoming
Wyoming
$202K
FFIC
2125
First Fiduciary Investment Counsel
Ohio
$202K