2,421 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 922 increasing their positions, 886 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 922 | Existing positions reduced: 886

15% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $1.27B

20% less funds holding in top 10

Funds holding in top 10: 4939 (-10)

Holders
2,421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.08B
Puts
$1.27B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALA
2501
Atlas Legacy Advisors
California
APW
2502
Austin Private Wealth
Texas
HFS
2503
Howard Financial Services
Texas
HI
2504
Hudock Inc
Pennsylvania
VV
2505
Verity & Verity
South Carolina
JAFL
2506
Jay A. Fishman Ltd
Michigan
SP
2507
Symmetry Partners
Connecticut
EFG
2508
Everhart Financial Group
Ohio
PCP
2509
Proficio Capital Partners
Massachusetts
ODIJL
2510
One Day In July LLC
Vermont
TT
2511
TI-Trust
Illinois
IRP
2512
Investment Research Partners
Pennsylvania
TWA
2513
TCI Wealth Advisors
Arizona
MG
2514
McHugh Group
Ohio
ECAM
2515
East Coast Asset Management
Massachusetts
VC
2516
Veracity Capital
Georgia
LOPW
2517
Live Oak Private Wealth
North Carolina
AGP
2518
Autumn Glory Partners
Texas
ACM
2519
Avalon Capital Management
California
CWS
2520
Cypress Wealth Services
California
MWA
2521
Midland Wealth Advisors
Illinois
WAG
2522
Winthrop Advisory Group
Massachusetts
GAA
2523
Global Assets Advisory
Florida
SP
2524
Sequent Planning
Nebraska
FZCM
2525
Flynn Zito Capital Management
New York