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
VWWMG
2201
Vermillion & White Wealth Management Group
Pennsylvania
$74.8K
SWA
2202
SOA Wealth Advisors
New York
$74.8K
HFS
2203
Hopwood Financial Services
Virginia
$74.1K
CCM
2204
Cloud Capital Management
Washington
$72K
CWM
2205
Cedar Wealth Management
California
$70K
GFWA
2206
Grey Fox Wealth Advisors
Delaware
$70K
Optiver Holding
2207
Optiver Holding
Netherlands
$69.6K
FWA
2208
Flagship Wealth Advisors
Massachusetts
$67.4K
TCM
2209
TD Capital Management
Tennessee
$62.2K
WCM
2210
Westend Capital Management
California
$62.1K
S
2211
Sachetta
Massachusetts
$61.8K
EPAM
2212
Evelyn Partners Asset Management
$61.8K
VWA
2213
Valued Wealth Advisors
Utah
$61.4K
AWM
2214
Abound Wealth Management
Tennessee
$61.3K
SN
2215
Sittner & Nelson
Oregon
$61K
CWM
2216
Crowley Wealth Management
Delaware
$61K
VC
2217
Vestor Capital
Illinois
$60K
FFA
2218
Frazier Financial Advisors
Ohio
$59.9K
GF
2219
GGM Financials
Ohio
$59.4K
TFA
2220
Toth Financial Advisory
Virginia
$57.6K
FFC
2221
First Financial Corp
Indiana
$54.3K
FLP
2222
Financial Life Planners
Arizona
$53.9K
C
2223
Covestor
United Kingdom
$51K
HWA
2224
Heritage Wealth Advisors
Virginia
$50.1K
AP
2225
Atwood & Palmer
Missouri
$49K