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
RCI
2126
RS Crum Inc
California
$202K
OBGC
2127
O'Brien Greene & Co
Pennsylvania
$202K
HP
2128
Haven Private
Florida
$201K
LWCFA
2129
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K
NAM
2130
NTV Asset Management
West Virginia
$201K
OC
2131
Oarsman Capital
Wisconsin
$201K
WSWA
2132
Warren Street Wealth Advisors
California
$201K
PWA
2133
Provenance Wealth Advisors
Florida
$196K
WIM
2134
Westside Investment Management
California
$195K
PSB
2135
Piscataqua Savings Bank
New Hampshire
$193K
CA
2136
Crewe Advisors
Utah
$189K
SIS
2137
Sound Income Strategies
Florida
$187K
TC
2138
Truvestments Capital
Florida
$185K
CT
2139
Clearstead Trust
Maine
$182K
BLC
2140
Brown, Lisle/Cummings
Rhode Island
$180K
GG
2141
Gleason Group
Kentucky
$179K
RMC
2142
Resources Management Corp
Connecticut
$178K
PWMG
2143
Private Wealth Management Group
New Jersey
$178K
TFIPS
2144
Towarzystwo Funduszy Inwestycyjnych PZU SA
$176K
ME
2145
McIlrath & Eck
Washington
$174K
TIM
2146
Tortoise Investment Management
New York
$172K
BCM
2147
Berbice Capital Management
New York
$168K
HWM
2148
Hemington Wealth Management
Virginia
$167K
VEA
2149
Virtus ETF Advisers
New York
$165K
WPA
2150
Wealth Preservation Advisors
Tennessee
$164K