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