2,431 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 291 funds opening new positions, 924 increasing their positions, 888 reducing their positions, and 183 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: 924 | Existing positions reduced: 888

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
2,431
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
VC
2526
Veracity Capital
Georgia
LOPW
2527
Live Oak Private Wealth
North Carolina
AGP
2528
Autumn Glory Partners
Texas
ACM
2529
Avalon Capital Management
California
CWS
2530
Cypress Wealth Services
California
WAG
2531
Winthrop Advisory Group
Massachusetts
MWA
2532
Midland Wealth Advisors
Illinois
GAA
2533
Global Assets Advisory
Florida
SP
2534
Sequent Planning
Nebraska
ONST
2535
Old North State Trust
North Carolina
PPW
2536
Pasadena Private Wealth
California
UPS
2537
UHLMANN PRICE SECURITIES
Illinois
FIB
2538
First Interstate Bank
Montana
FFC
2539
Frederick Financial Consultants
Maryland
MWM
2540
Mattern Wealth Management
Kansas
FZCM
2541
Flynn Zito Capital Management
New York
VCWA
2542
Vanguard Capital Wealth Advisors
Colorado
SA
2543
SoundView Advisors
Washington
FA
2544
FDx Advisors
Illinois
TAM
2545
Townsend Asset Management
North Carolina
WW
2546
Westshore Wealth
California
PAA
2547
Peregrine Asset Advisers
Oregon
SFP
2548
Sandbox Financial Partners
Maryland
CSA
2549
Cottage Street Advisors
Massachusetts
VW
2550
Vance Wealth
California