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
PWA
2151
Physician Wealth Advisors
Utah
$141K
SIC
2152
SJS Investment Consulting
Ohio
$141K
CFG
2153
Clayton Financial Group
Missouri
$139K
CAM
2154
Costello Asset Management
Pennsylvania
$138K
AI
2155
AdvisorShares Investments
Maryland
$137K
MS
2156
Mizuho Securities
Japan
$137K
NFSG
2157
Newbridge Financial Services Group
Florida
$131K
AG
2158
AmeriFlex Group
Nevada
$131K
SCA
2159
Stuart Chaussee & Associates
California
$129K
CPG
2160
Cornerstone Planning Group
New Jersey
$126K
RBC
2161
Roble Belko & Company
Pennsylvania
$124K
TWM
2162
Tripletail Wealth Management
Florida
$120K
SL
2163
Salomon & Ludwin
Virginia
$120K
CG
2164
Curat Global
New Hampshire
$118K
VWM
2165
Valley Wealth Managers
New Jersey
$114K
KA
2166
Kozak & Associates
Colorado
$113K
PW
2167
Pandora Wealth
Illinois
$112K
MWM
2168
Mascoma Wealth Management
New Hampshire
$108K
VNA
2169
Valley National Advisers
Pennsylvania
$108K
CB
2170
Centennial Bank
Arkansas
$107K
BHWM
2171
Beaird Harris Wealth Management
Texas
$106K
DMBA
2172
Deseret Mutual Benefit Administrators
Utah
$104K
BTC
2173
Bank & Trust Company
Illinois
$103K
WWM
2174
Wolff Wiese Magana
California
$101K
GPI
2175
General Partner Inc
Pennsylvania
$98.8K