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
3IP
2551
3Chopt Investment Partners
Virginia
TWM
2552
Tanager Wealth Management
United Kingdom
PCM
2553
Princeton Capital Management
New Jersey
HFS
2554
Heritage Financial Services
Massachusetts
HBWM
2555
Hollow Brook Wealth Management
New York
ACS
2556
Archford Capital Strategies
Illinois
WTFG
2557
Wood Tarver Financial Group
Idaho
MWP
2558
Meredith Wealth Planning
Illinois
RW
2559
Ridgeline Wealth
Arizona
MAP
2560
Moody Aldrich Partners
Massachusetts
FA
2561
Fermata Advisors
California
WCFA
2562
Walkner Condon Financial Advisors
Wisconsin
HCWM
2563
Hidden Cove Wealth Management
Washington
LAM
2564
Longboard Asset Management
Arizona
BSC
2565
BRIGHTON SECURITIES CORP.
New York
MIOT
2566
Massachusetts Institute of Technology
Massachusetts
CNWM
2567
Clay Northam Wealth Management
California
MWM
2568
Marion Wealth Management
Pennsylvania
CST
2569
Charles Schwab Trust
Nevada
OWM
2570
Orca Wealth Management
Florida
OPA
2571
Old Port Advisors
Maine
TIA
2572
Tiemann Investment Advisors
California
VCM
2573
Vivaldi Capital Management
Illinois
FFIC
2574
First Fiduciary Investment Counsel
Ohio
RCI
2575
RS Crum Inc
California