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
WCFA
2576
Walkner Condon Financial Advisors
Wisconsin
LAM
2577
Longboard Asset Management
Arizona
HCWM
2578
Hidden Cove Wealth Management
Washington
BS
2579
Brighton Securities
New York
MIOT
2580
Massachusetts Institute of Technology
Massachusetts
CNWM
2581
Clay Northam Wealth Management
California
MWM
2582
Marion Wealth Management
Pennsylvania
CST
2583
Charles Schwab Trust
Nevada
OWM
2584
Orca Wealth Management
Florida
OPA
2585
Old Port Advisors
Maine
TIA
2586
Tiemann Investment Advisors
California
VCM
2587
Vivaldi Capital Management
Illinois
FFIC
2588
First Fiduciary Investment Counsel
Ohio
RCI
2589
RS Crum Inc
California
OBGC
2590
O'Brien Greene & Co
Pennsylvania
HP
2591
Haven Private
Florida
NAM
2592
NTV Asset Management
West Virginia
WSWA
2593
Warren Street Wealth Advisors
California
TIM
2594
Tortoise Investment Management
New York
BCM
2595
Berbice Capital Management
New York
VEA
2596
Virtus ETF Advisers
New York
MS
2597
Mizuho Securities
Japan
SCA
2598
Stuart Chaussee & Associates
California
VWWMG
2599
Vermillion & White Wealth Management Group
Pennsylvania
HFS
2600
Hopwood Financial Services
Virginia