2,434 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 294 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
2,434
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
SFP
2551
Sandbox Financial Partners
Maryland
CSA
2552
Cottage Street Advisors
Massachusetts
VW
2553
Vance Wealth
California
WCM
2554
WealthBridge Capital Management
Ohio
AFAS
2555
Acorn Financial Advisory Services
Virginia
WJA
2556
Willis Johnson & Associates
Texas
BAS
2557
Breakthru Advisory Services
Wisconsin
LRPA
2558
L. Roy Papp & Associates
Arizona
SPFA
2559
Summit Place Financial Advisors
New Jersey
CCA
2560
Conservest Capital Advisors
Pennsylvania
GPWM
2561
Grant Private Wealth Management
California
GWM
2562
Greenwich Wealth Management
Connecticut
WFA
2563
WMG Financial Advisors
Tennessee
3IP
2564
3Chopt Investment Partners
Virginia
MWA
2565
Motive Wealth Advisors
Michigan
TWM
2566
Tanager Wealth Management
United Kingdom
PCM
2567
Princeton Capital Management
New Jersey
HFS
2568
Heritage Financial Services
Massachusetts
HBWM
2569
Hollow Brook Wealth Management
New York
ACS
2570
Archford Capital Strategies
Illinois
WTFG
2571
Wood Tarver Financial Group
Idaho
MWP
2572
Meredith Wealth Planning
Illinois
MAP
2573
Moody Aldrich Partners
Massachusetts
FA
2574
Fermata Advisors
California
RW
2575
Ridgeline Wealth
Arizona