2,353 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 969 increasing their positions, 778 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 (+$2.37B)

1.81% less ownership

Funds ownership: 83.61%81.8% (-1.8%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,353
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
GFWA
2201
Grey Fox Wealth Advisors
Delaware
$70K
Optiver Holding
2202
Optiver Holding
Netherlands
$69.6K
FWA
2203
Flagship Wealth Advisors
Massachusetts
$67.4K
TCM
2204
TD Capital Management
Tennessee
$62.2K
WCM
2205
Westend Capital Management
California
$62.1K
S
2206
Sachetta
Massachusetts
$61.8K
EPAM
2207
Evelyn Partners Asset Management
$61.8K
VWA
2208
Valued Wealth Advisors
Utah
$61.4K
AWM
2209
Abound Wealth Management
Tennessee
$61.3K
SN
2210
Sittner & Nelson
Oregon
$61K
CWM
2211
Crowley Wealth Management
Delaware
$61K
VC
2212
Vestor Capital
Illinois
$60K
FFA
2213
Frazier Financial Advisors
Ohio
$59.9K
GF
2214
GGM Financials
Ohio
$59.4K
TFA
2215
Toth Financial Advisory
Virginia
$57.6K
FFC
2216
First Financial Corp
Indiana
$54.3K
FLP
2217
Financial Life Planners
Arizona
$53.9K
C
2218
Covestor
United Kingdom
$51K
HWA
2219
Heritage Wealth Advisors
Virginia
$50.1K
AP
2220
Atwood & Palmer
Missouri
$49K
FP
2221
Financial Perspectives
Minnesota
$46.4K
CIR
2222
Clear Investment Research
Georgia
$45.9K
RS
2223
Rakuten Securities
Japan
$45.3K
BGA
2224
Battery Global Advisors
Massachusetts
$44.1K
HHGA
2225
Halbert Hargrove Global Advisors
California
$42.7K