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2,457 hedge funds and large institutions have $162B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 926 increasing their positions, 893 reducing their positions, and 184 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: 926 | Existing positions reduced: 893

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