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
OWM
2601
Orca Wealth Management
Florida
OPA
2602
Old Port Advisors
Maine
TIA
2603
Tiemann Investment Advisors
California
FFIC
2604
First Fiduciary Investment Counsel
Ohio
VCM
2605
Vivaldi Capital Management
Illinois
OBGC
2606
O'Brien Greene & Co
Pennsylvania
RCI
2607
RS Crum Inc
California
HP
2608
Haven Private
Florida
NAM
2609
NTV Asset Management
West Virginia
WSWA
2610
Warren Street Wealth Advisors
California
TIM
2611
Tortoise Investment Management
New York
BCM
2612
Berbice Capital Management
New York
VEA
2613
Virtus ETF Advisers
New York
MS
2614
Mizuho Securities
Japan
SCA
2615
Stuart Chaussee & Associates
California
VWWMG
2616
Vermillion & White Wealth Management Group
Pennsylvania
HFS
2617
Hopwood Financial Services
Virginia
CCM
2618
Cloud Capital Management
Washington
GFWA
2619
Grey Fox Wealth Advisors
Delaware
Optiver Holding
2620
Optiver Holding
Netherlands
CWM
2621
Crowley Wealth Management
Delaware
FLP
2622
Financial Life Planners
Arizona
CIR
2623
Clear Investment Research
Georgia
MSG
2624
Main Street Group
Virginia
JFG
2625
JDM Financial Group
Texas