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
OFS
2401
OneAscent Financial Services
Alabama
FAIM
2402
Financial Advocates Investment Management
Washington
FIM
2403
Freedom Investment Management
Connecticut
LWCA
2404
Locust Wood Capital Advisers
New York
NP
2405
Ninepoint Partners
Ontario, Canada
IGAM
2406
iA Global Asset Management
Quebec, Canada
IC
2407
Iconiq Capital
California
PF
2408
Phoenix Financial
Israel
IP
2409
Isthmus Partners
Wisconsin
ALAM
2410
Asahi Life Asset Management
Japan
WMWM
2411
Whitaker-Myers Wealth Managers
Ohio
CFA
2412
CWS Financial Advisors
Michigan
LC
2413
Landaas & Company
Wisconsin
LWL
2414
Leo Wealth LLC
Texas
SWM
2415
Shepherd Wealth Management
Ohio
LP
2416
LMR Partners
United Kingdom
PAW
2417
Plan A Wealth
Nebraska
RL
2418
Retireful LLC
Michigan
BW
2419
BIP Wealth
Georgia
IG
2420
ING Group
Netherlands
HWP
2421
Hibernia Wealth Partners
Louisiana
CAS
2422
CTC Alternative Strategies
Illinois
TAP
2423
Tounjian Advisory Partners
Florida
RW
2424
Rede Wealth
Virginia
T
2425
Transce3nd
Texas