2,351 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, 969 increasing their positions, 777 reducing their positions, and 108 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 (+$2.37B)

1.82% less ownership

Funds ownership: 83.61%81.79% (-1.8%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,351
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
CIP
2426
Convergence Investment Partners
Florida
AIMCA
2427
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
PAM
2428
Peak Asset Management
Colorado
PGWM
2429
Pitti Group Wealth Management
New York
TBWA
2430
Three Bridge Wealth Advisors
California
SWGC
2431
Summit Wealth Group (Colorado)
Colorado
AFA
2432
Allium Financial Advisors
Oregon
FFA
2433
Fi3 Financial Advisors
Indiana
CPP
2434
Capasso Planning Partners
South Carolina
SAM
2435
Summit Asset Management
Tennessee
CBUSF
2436
Construction & Building Unions Superannuation Fund
Australia
SFWC
2437
Strategic Family Wealth Counselors
New Jersey
SIG
2438
Sargent Investment Group
Maryland
SSC
2439
Syverson Strege & Co
Iowa
CWM
2440
Centric Wealth Management
Illinois
SNWA
2441
Siligmueller & Norvid Wealth Advisors
Illinois
BA
2442
Bellwether Advisors
Nebraska
BCMLT
2443
Beacon Capital Management LLC (Tennessee)
Tennessee
TPWA
2444
Twin Peaks Wealth Advisors
California
HIIFS
2445
Harel Insurance Investments & Financial Services
Israel
NC
2446
NewSquare Capital
Pennsylvania
WA
2447
Whipplewood Advisors
Colorado
HT
2448
Headlands Technologies
Illinois
PSFG
2449
Park Square Financial Group
Georgia
SGC
2450
Slocum, Gordon & Co
Rhode Island