2,399 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 915 increasing their positions, 883 reducing their positions, and 179 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: 915 | Existing positions reduced: 883

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
2,399
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
MWA
2526
Motive Wealth Advisors
Michigan
3IP
2527
3Chopt Investment Partners
Virginia
TWM
2528
Tanager Wealth Management
United Kingdom
PCM
2529
Princeton Capital Management
New Jersey
HFS
2530
Heritage Financial Services
Massachusetts
HBWM
2531
Hollow Brook Wealth Management
New York
ACS
2532
Archford Capital Strategies
Illinois
WTFG
2533
Wood Tarver Financial Group
Idaho
MWP
2534
Meredith Wealth Planning
Illinois
FA
2535
Fermata Advisors
California
RW
2536
Ridgeline Wealth
Arizona
MAP
2537
Moody Aldrich Partners
Massachusetts
WCFA
2538
Walkner Condon Financial Advisors
Wisconsin
HCWM
2539
Hidden Cove Wealth Management
Washington
LAM
2540
Longboard Asset Management
Arizona
MIOT
2541
Massachusetts Institute of Technology
Massachusetts
CNWM
2542
Clay Northam Wealth Management
California
MWM
2543
Marion Wealth Management
Pennsylvania
CST
2544
Charles Schwab Trust
Nevada
OWM
2545
Orca Wealth Management
Florida
OPA
2546
Old Port Advisors
Maine
TIA
2547
Tiemann Investment Advisors
California
FFIC
2548
First Fiduciary Investment Counsel
Ohio
VCM
2549
Vivaldi Capital Management
Illinois
RCI
2550
RS Crum Inc
California