2,451 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 305 funds opening new positions, 925 increasing their positions, 892 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: 925 | Existing positions reduced: 892

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
2,451
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
SPFA
2576
Summit Place Financial Advisors
New Jersey
CCA
2577
Conservest Capital Advisors
Pennsylvania
GPWM
2578
Grant Private Wealth Management
California
GWM
2579
Greenwich Wealth Management
Connecticut
WFA
2580
WMG Financial Advisors
Tennessee
MWA
2581
Motive Wealth Advisors
Michigan
3IP
2582
3Chopt Investment Partners
Virginia
TWM
2583
Tanager Wealth Management
United Kingdom
PCM
2584
Princeton Capital Management
New Jersey
HFS
2585
Heritage Financial Services
Massachusetts
HBWM
2586
Hollow Brook Wealth Management
New York
ACS
2587
Archford Capital Strategies
Illinois
WTFG
2588
Wood Tarver Financial Group
Idaho
MWP
2589
Meredith Wealth Planning
Illinois
RW
2590
Ridgeline Wealth
Arizona
FA
2591
Fermata Advisors
California
MAP
2592
Moody Aldrich Partners
Massachusetts
WCFA
2593
Walkner Condon Financial Advisors
Wisconsin
HCWM
2594
Hidden Cove Wealth Management
Washington
LAM
2595
Longboard Asset Management
Arizona
BS
2596
Brighton Securities
New York
MIOT
2597
Massachusetts Institute of Technology
Massachusetts
CNWM
2598
Clay Northam Wealth Management
California
MWM
2599
Marion Wealth Management
Pennsylvania
CST
2600
Charles Schwab Trust
Nevada