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
PWA
2326
Principia Wealth Advisory
Texas
$10.1K
SVCP
2327
Silicon Valley Capital Partners
California
$9.96K
OBWP
2328
O'Brien Wealth Partners
Massachusetts
$9.73K
HWM
2329
HighMark Wealth Management
Minnesota
$9.73K
HC
2330
Hoese & Co
Minnesota
$9.73K
PP
2331
Pacifica Partners
Canada
$9.72K
RWM
2332
Rialto Wealth Management
New York
$9.36K
MAS
2333
MPWM Advisory Solutions
Georgia
$9.36K
CAIM
2334
Catherine Avery Investment Management
Florida
$9.36K
MAFA
2335
MJT & Associates Financial Advisory
Minnesota
$8.98K
PS
2336
Pinney & Scofield
Massachusetts
$8.61K
LIM
2337
Longfellow Investment Management
Massachusetts
$8.61K
LIA
2338
Limestone Investment Advisors
New York
$8.61K
NWM
2339
Nova Wealth Management
Florida
$8.5K
HIA
2340
HFM Investment Advisors
New Jersey
$8.23K
FG
2341
Fairman Group
Pennsylvania
$8.23K
SHIM
2342
Stone House Investment Management
Pennsylvania
$8.23K
GEA
2343
Glen Eagle Advisors
New Jersey
$7.86K
GWS
2344
Greykasell Wealth Strategies
California
$7.49K
SC
2345
Swan Capital
Florida
$7.49K
CC
2346
Corsicana & Co
Texas
$6.74K
CWA
2347
Carolina Wealth Advisors
South Carolina
$6.36K
FW
2348
Fairway Wealth
Ohio
$6.36K
NWM
2349
Navigoe Wealth Management
California
$6K
BHWM
2350
Bay Harbor Wealth Management
Maryland
$5.99K