2,431 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 291 funds opening new positions, 924 increasing their positions, 888 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: 924 | Existing positions reduced: 888

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
2,431
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
751
Mutual Advisors
Nebraska
$3.63M
HAG
752
HighPoint Advisor Group
Illinois
$3.62M
VF
753
Vest Financial
Virginia
$3.61M
BC
754
Bowman & Company
Wisconsin
$3.61M
VVP
755
Venture Visionary Partners
Ohio
$3.6M
BWP
756
Burling Wealth Partners
Illinois
$3.6M
GDP
757
Great Diamond Partners
Maine
$3.6M
JWCA
758
J.W. Cole Advisors
Florida
$3.58M
1WA
759
180 Wealth Advisors
Washington
$3.57M
WMA
760
West Michigan Advisors
Michigan
$3.56M
EGM
761
Engineers Gate Manager
New York
$3.56M
Walleye Trading
762
Walleye Trading
New York
$3.56M
SAM
763
Smartleaf Asset Management
Massachusetts
$3.54M
TRIA
764
Trail Ridge Investment Advisors
Colorado
$3.54M
AA
765
ALPS Advisors
Colorado
$3.54M
VFA
766
Valeo Financial Advisors
Indiana
$3.54M
BTI
767
Blue Trust Inc
Georgia
$3.52M
HIC
768
Holderness Investments Company
North Carolina
$3.52M
PWM
769
Perigon Wealth Management
California
$3.51M
KM
770
KP Management
Minnesota
$3.5M
WANY
771
Wealthspire Advisors (New York)
New York
$3.5M
SEIA
772
Signature Estate & Investment Advisors
California
$3.49M
CRWM
773
Castle Rock Wealth Management
California
$3.45M
DAS
774
Dynamic Advisor Solutions
Arizona
$3.44M
CWS
775
Confluence Wealth Services
Pennsylvania
$3.44M