2,431 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 291 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
2,431
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
BS
2576
Brighton Securities
New York
CNWM
2577
Clay Northam Wealth Management
California
MIOT
2578
Massachusetts Institute of Technology
Massachusetts
MWM
2579
Marion Wealth Management
Pennsylvania
CST
2580
Charles Schwab Trust
Nevada
OWM
2581
Orca Wealth Management
Florida
OPA
2582
Old Port Advisors
Maine
TIA
2583
Tiemann Investment Advisors
California
VCM
2584
Vivaldi Capital Management
Illinois
FFIC
2585
First Fiduciary Investment Counsel
Ohio
RCI
2586
RS Crum Inc
California
OBGC
2587
O'Brien Greene & Co
Pennsylvania
HP
2588
Haven Private
Florida
NAM
2589
NTV Asset Management
West Virginia
WSWA
2590
Warren Street Wealth Advisors
California
TIM
2591
Tortoise Investment Management
New York
BCM
2592
Berbice Capital Management
New York
VEA
2593
Virtus ETF Advisers
New York
MS
2594
Mizuho Securities
Japan
SCA
2595
Stuart Chaussee & Associates
California
VWWMG
2596
Vermillion & White Wealth Management Group
Pennsylvania
HFS
2597
Hopwood Financial Services
Virginia
CCM
2598
Cloud Capital Management
Washington
GFWA
2599
Grey Fox Wealth Advisors
Delaware
Optiver Holding
2600
Optiver Holding
Netherlands