2,375 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, 980 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: 83.77%81.85% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,375
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
LAM
2301
Lummis Asset Management
Texas
$18K
GWSA
2302
Global Wealth Strategies & Associates
Colorado
$18K
IWM
2303
IMG Wealth Management
Florida
$17.2K
FWM
2304
FSA Wealth Management
Massachusetts
$16.8K
1NWS
2305
1 North Wealth Services
Maryland
$16.1K
CWM
2306
Consultiva Wealth Management
Puerto Rico
$15.7K
CTWM
2307
Cherry Tree Wealth Management
Minnesota
$15K
WWA
2308
Wealth Watch Advisors
Colorado
$15K
MAM
2309
Marquette Asset Management
Minnesota
$15K
FGAM
2310
Financial Gravity Asset Management
Texas
$15K
HFS
2311
Hughes Financial Services
Virginia
$14.8K
RTL
2312
Red Tortoise LLC
Georgia
$14.2K
CMP
2313
Coston McIsaac & Partners
Maine
$14K
LFA
2314
LGT Financial Advisors
Texas
$13.1K
ACA
2315
American Capital Advisory
Idaho
$13.1K
OAJ
2316
Ogorek Anthony Joseph
New York
$13K
BFPW
2317
BOK Financial Private Wealth
Colorado
$12.7K
AWA
2318
American Wealth Advisors
Georgia
$12.5K
AWM
2319
Accredited Wealth Management
Kentucky
$12.4K
BFS
2320
Bare Financial Services
Pennsylvania
$12K
HNB
2321
Hilltop National Bank
Wyoming
$11.2K
HI
2322
Hoey Investments
Pennsylvania
$11.2K
NMG
2323
New Millennium Group
Utah
$11.2K
RL
2324
Rogco LP
Oklahoma
$10.1K
PWA
2325
Principia Wealth Advisory
Texas
$10.1K