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 180 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
IAA
601
Independent Advisor Alliance
North Carolina
$5.92M
AWM
602
Apollon Wealth Management
South Carolina
$5.9M
PEAK6
603
PEAK6
Illinois
$5.85M
GT
604
Greenleaf Trust
Michigan
$5.79M
GRP
605
Global Retirement Partners
California
$5.77M
TFA
606
Transamerica Financial Advisors
Florida
$5.74M
GWMR
607
GC Wealth Management RIA
Massachusetts
$5.73M
JGCM
608
Joseph Group Capital Management
Ohio
$5.73M
RBC
609
Romano Brothers & Co
Illinois
$5.71M
MCB
610
Morton Community Bank
Illinois
$5.7M
IMC Chicago
611
IMC Chicago
Illinois
$5.7M
NB
612
Norinchukin Bank
Japan
$5.68M
NMERB
613
New Mexico Educational Retirement Board
New Mexico
$5.66M
SCM
614
Silvant Capital Management
Georgia
$5.64M
BCM
615
Brasada Capital Management
Texas
$5.62M
FWC
616
First Washington Corp
Washington
$5.6M
AC
617
AlphaCore Capital
California
$5.57M
LFG
618
Larson Financial Group
Missouri
$5.56M
MPPLM
619
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.55M
DILIC
620
Dai-ichi Life Insurance Company
Japan
$5.54M
TRCT
621
Tower Research Capital (TRC)
New York
$5.54M
KIA
622
KCM Investment Advisors
California
$5.51M
TCOT
623
Trust Company of Toledo
Ohio
$5.5M
LOAME
624
Lombard Odier Asset Management (Europe)
United Kingdom
$5.48M
PCA
625
Pallas Capital Advisors
Massachusetts
$5.47M