2,439 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 298 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
2,439
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
WTFG
2576
Wood Tarver Financial Group
Idaho
MWP
2577
Meredith Wealth Planning
Illinois
FA
2578
Fermata Advisors
California
RW
2579
Ridgeline Wealth
Arizona
MAP
2580
Moody Aldrich Partners
Massachusetts
WCFA
2581
Walkner Condon Financial Advisors
Wisconsin
HCWM
2582
Hidden Cove Wealth Management
Washington
LAM
2583
Longboard Asset Management
Arizona
BS
2584
Brighton Securities
New York
MIOT
2585
Massachusetts Institute of Technology
Massachusetts
CNWM
2586
Clay Northam Wealth Management
California
CST
2587
Charles Schwab Trust
Nevada
MWM
2588
Marion Wealth Management
Pennsylvania
OWM
2589
Orca Wealth Management
Florida
OPA
2590
Old Port Advisors
Maine
TIA
2591
Tiemann Investment Advisors
California
VCM
2592
Vivaldi Capital Management
Illinois
FFIC
2593
First Fiduciary Investment Counsel
Ohio
OBGC
2594
O'Brien Greene & Co
Pennsylvania
RCI
2595
RS Crum Inc
California
HP
2596
Haven Private
Florida
NAM
2597
NTV Asset Management
West Virginia
WSWA
2598
Warren Street Wealth Advisors
California
TIM
2599
Tortoise Investment Management
New York
BCM
2600
Berbice Capital Management
New York