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
VWM
2176
Valley Wealth Managers
New Jersey
$114K
KA
2177
Kozak & Associates
Colorado
$113K
PW
2178
Pandora Wealth
Illinois
$112K
MWM
2179
Mascoma Wealth Management
New Hampshire
$108K
VNA
2180
Valley National Advisers
Pennsylvania
$108K
CB
2181
Centennial Bank
Arkansas
$107K
BHWM
2182
Beaird Harris Wealth Management
Texas
$106K
DMBA
2183
Deseret Mutual Benefit Administrators
Utah
$104K
BTC
2184
Bank & Trust Company
Illinois
$103K
WWM
2185
Wolff Wiese Magana
California
$101K
SA
2186
Scarborough Advisors
Maryland
$99.2K
GPI
2187
General Partner Inc
Pennsylvania
$98.8K
AAG
2188
Armstrong Advisory Group
Massachusetts
$98.4K
AT
2189
Avalon Trust
New Mexico
$98.4K
HCM
2190
Horrell Capital Management
Arkansas
$97.3K
CSC
2191
Cove Street Capital
California
$97.3K
AIM
2192
Arcadia Investment Management
Michigan
$93.6K
SWIM
2193
Smallwood Wealth Investment Management
New Jersey
$93.6K
FC
2194
Fairscale Capital
New Hampshire
$92.4K
AT
2195
Arlington Trust
Alabama
$91.3K
LWMI
2196
Legacy Wealth Management (Idaho)
Idaho
$89.1K
HIW
2197
Holos Integrated Wealth
Pennsylvania
$88.6K
AWM
2198
Activest Wealth Management
Florida
$87.2K
KTC
2199
Kentucky Trust Company
Kentucky
$86.1K
HCM
2200
Hollencrest Capital Management
California
$86.1K