2,376 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, 982 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: 83.76%81.84% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,376
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
FFIC
2126
First Fiduciary Investment Counsel
Ohio
$202K
OBGC
2127
O'Brien Greene & Co
Pennsylvania
$202K
RCI
2128
RS Crum Inc
California
$202K
HP
2129
Haven Private
Florida
$201K
LWCFA
2130
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K
NAM
2131
NTV Asset Management
West Virginia
$201K
OC
2132
Oarsman Capital
Wisconsin
$201K
WSWA
2133
Warren Street Wealth Advisors
California
$201K
PWA
2134
Provenance Wealth Advisors
Florida
$196K
WIM
2135
Westside Investment Management
California
$195K
PSB
2136
Piscataqua Savings Bank
New Hampshire
$193K
CA
2137
Crewe Advisors
Utah
$189K
SIS
2138
Sound Income Strategies
Florida
$187K
TC
2139
Truvestments Capital
Florida
$185K
CT
2140
Clearstead Trust
Maine
$182K
BLC
2141
Brown, Lisle/Cummings
Rhode Island
$180K
GG
2142
Gleason Group
Kentucky
$179K
RMC
2143
Resources Management Corp
Connecticut
$178K
PWMG
2144
Private Wealth Management Group
New Jersey
$178K
TFIPS
2145
Towarzystwo Funduszy Inwestycyjnych PZU SA
$176K
ME
2146
McIlrath & Eck
Washington
$174K
TIM
2147
Tortoise Investment Management
New York
$172K
BCM
2148
Berbice Capital Management
New York
$168K
HWM
2149
Hemington Wealth Management
Virginia
$167K
VEA
2150
Virtus ETF Advisers
New York
$165K