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
PAM
2451
Peak Asset Management
Colorado
AIMCA
2452
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
PGWM
2453
Pitti Group Wealth Management
New York
TBWA
2454
Three Bridge Wealth Advisors
California
SWGC
2455
Summit Wealth Group (Colorado)
Colorado
AFA
2456
Allium Financial Advisors
Oregon
FFA
2457
Fi3 Financial Advisors
Indiana
CPP
2458
Capasso Planning Partners
South Carolina
SAM
2459
Summit Asset Management
Tennessee
CBUSF
2460
Construction & Building Unions Superannuation Fund
Australia
SFWC
2461
Strategic Family Wealth Counselors
New Jersey
SIG
2462
Sargent Investment Group
Maryland
SSC
2463
Syverson Strege & Co
Iowa
CWM
2464
Centric Wealth Management
Illinois
SNWA
2465
Siligmueller & Norvid Wealth Advisors
Illinois
BA
2466
Bellwether Advisors
Nebraska
BCMLT
2467
Beacon Capital Management LLC (Tennessee)
Tennessee
TPWA
2468
Twin Peaks Wealth Advisors
California
HIIFS
2469
Harel Insurance Investments & Financial Services
Israel
NC
2470
NewSquare Capital
Pennsylvania
WA
2471
Whipplewood Advisors
Colorado
HT
2472
Headlands Technologies
Illinois
PSFG
2473
Park Square Financial Group
Georgia
SGC
2474
Slocum, Gordon & Co
Rhode Island
SO
2475
Sierra Ocean
California