2,422 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 922 increasing their positions, 886 reducing their positions, and 181 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: 922 | Existing positions reduced: 886

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
2,422
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
LI
451
LMCG Investments
Massachusetts
$10.4M
RP
452
Rice Partnership
Hawaii
$10.3M
SIC
453
Salem Investment Counselors
North Carolina
$10.3M
MFG
454
Merit Financial Group
Georgia
$10.3M
VCM
455
Voleon Capital Management
California
$10.3M
VA
456
Vident Advisory
Georgia
$10.2M
AAM
457
Advisors Asset Management
Colorado
$10.1M
PAM
458
Pegasus Asset Management
New York
$10.1M
HFS
459
Haverford Financial Services
Pennsylvania
$10.1M
FA
460
Fiduciary Alliance
South Carolina
$10M
AAS
461
Annex Advisory Services
Wisconsin
$10M
MAP
462
Managed Asset Portfolios
Michigan
$10M
M
463
MOTCO
Texas
$10M
FTWA
464
Fifth Third Wealth Advisors
Ohio
$9.91M
MSU
465
Mizuho Securities USA
New York
$9.78M
BRWA
466
B. Riley Wealth Advisors
Florida
$9.74M
DJSG
467
D.J. St. Germain
Massachusetts
$9.64M
CSP
468
Cary Street Partners
Virginia
$9.49M
PPW
469
Parcion Private Wealth
Washington
$9.47M
HPIA
470
Hamilton Point Investment Advisors
North Carolina
$9.45M
NW
471
NewEdge Wealth
Pennsylvania
$9.36M
SW
472
SVB Wealth
Massachusetts
$9.31M
AC
473
Allstate Corporation
Illinois
$9.25M
DWP
474
Daymark Wealth Partners
Ohio
$9.23M
FT
475
Fiduciary Trust
Massachusetts
$9.22M