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
CSB
2251
City State Bank
Iowa
$40.8K
KOCAA
2252
Knights of Columbus Asset Advisors
Connecticut
$40.8K
SAM
2253
Strive Asset Management
Ohio
$40.4K
WFA
2254
West Financial Advisors
Iowa
$40K
RWA
2255
Redmont Wealth Advisors
Illinois
$39.7K
DWM
2256
Dogwood Wealth Management
Kansas
$39.7K
MMCM
2257
Murphy & Mullick Capital Management
New York
$38.8K
CCMI
2258
Creative Capital Management Investments
California
$38.5K
IW
2259
Imprint Wealth
South Carolina
$38.5K
VWM
2260
Vermillion Wealth Management
Minnesota
$37.4K
WOSD
2261
WFA of San Diego
California
$37.4K
CCM
2262
Chilton Capital Management
Texas
$37.4K
MLA
2263
MB, Levis & Associates
Pennsylvania
$36.7K
HIMS
2264
Hager Investment Management Services
New Hampshire
$35.6K
OWP
2265
ORG Wealth Partners
Texas
$35.6K
MFT
2266
Moisand Fitzgerald Tamayo
Florida
$34.4K
RTC
2267
Riverview Trust Company
Washington
$34.4K
IAS
2268
IMA Advisory Services
Colorado
$34.4K
BCM
2269
Boreal Capital Management
Florida
$34.4K
DPW
2270
DiNuzzo Private Wealth
Pennsylvania
$34.2K
JFA
2271
JNBA Financial Advisors
Minnesota
$33.7K
NWMP
2272
Noble Wealth Management PBC
Colorado
$33.7K
EIM
2273
Essex Investment Management
Massachusetts
$32.9K
BOJHT
2274
Bank of Jackson Hole Trust
Wyoming
$31.8K
Loomis, Sayles & Company
2275
Loomis, Sayles & Company
Massachusetts
$31.8K