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
MA
726
Montag & Associates
Georgia
$3.83M
SLI
727
Sumitomo Life Insurance
Japan
$3.82M
OFG
728
Oxford Financial Group
Indiana
$3.81M
GVAG
729
Great Valley Advisor Group
Delaware
$3.81M
BB
730
Busey Bank
Illinois
$3.8M
MWM
731
Mission Wealth Management
California
$3.8M
Twin Tree Management
732
Twin Tree Management
Texas
$3.79M
SAI
733
Savvy Advisors Inc
New York
$3.78M
MCM
734
Mill Capital Management
North Carolina
$3.77M
RF
735
Robbins Farley
New Hampshire
$3.76M
LIM
736
Leavell Investment Management
Alabama
$3.74M
BWM
737
BNC Wealth Management
Oregon
$3.74M
BFA
738
Bright Financial Advisors
Michigan
$3.73M
DA
739
Doliver Advisors
Texas
$3.73M
BEAM
740
Baker Ellis Asset Management
Washington
$3.72M
SC
741
Searle & Co
Connecticut
$3.72M
EP
742
Edgestream Partners
New Jersey
$3.71M
RPC
743
Rossmore Private Capital
Connecticut
$3.7M
TCM
744
Twin Capital Management
Pennsylvania
$3.7M
SCM
745
Summerhill Capital Management
Ontario, Canada
$3.7M
JCM
746
Janney Capital Management
Pennsylvania
$3.68M
SIA
747
SGL Investment Advisors
Montana
$3.66M
PT
748
Plimoth Trust
Massachusetts
$3.64M
MA
749
Mutual Advisors
Nebraska
$3.63M
HAG
750
HighPoint Advisor Group
Illinois
$3.62M