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
LAM
2101
Longboard Asset Management
Arizona
$208K
TSMHT
2102
Thurston Springer Miller Herd & Titak
Indiana
$208K
AW
2103
Avion Wealth
Texas
$208K
RMCM
2104
Reynders McVeigh Capital Management
Massachusetts
$206K
PAM
2105
Parvin Asset Management
South Dakota
$206K
CWM
2106
Cranbrook Wealth Management
Michigan
$206K
MIOT
2107
Massachusetts Institute of Technology
Massachusetts
$206K
CNWM
2108
Clay Northam Wealth Management
California
$206K
CST
2109
Charles Schwab Trust
Nevada
$205K
MWM
2110
Marion Wealth Management
Pennsylvania
$205K
OWM
2111
Orca Wealth Management
Florida
$204K
BTWM
2112
Brass Tax Wealth Management
Ohio
$204K
OPA
2113
Old Port Advisors
Maine
$204K
TIA
2114
Tiemann Investment Advisors
California
$203K
VCM
2115
Vivaldi Capital Management
Illinois
$202K
SOW
2116
State of Wyoming
Wyoming
$202K
FFIC
2117
First Fiduciary Investment Counsel
Ohio
$202K
RCI
2118
RS Crum Inc
California
$202K
OBGC
2119
O'Brien Greene & Co
Pennsylvania
$202K
HP
2120
Haven Private
Florida
$201K
LWCFA
2121
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K
NAM
2122
NTV Asset Management
West Virginia
$201K
WSWA
2123
Warren Street Wealth Advisors
California
$201K
OC
2124
Oarsman Capital
Wisconsin
$201K
PWA
2125
Provenance Wealth Advisors
Florida
$196K