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
ISWM
776
Independent Solutions Wealth Management
New York
$3.36M
NL
777
NVWM LLC
Pennsylvania
$3.36M
PTCG
778
Pring Turner Capital Group
California
$3.35M
JC
779
JB Capital
Connecticut
$3.34M
MSA
780
MUFG Securities Americas
New York
$3.33M
CCG
781
Cypress Capital Group
Florida
$3.32M
CWMK
782
Caliber Wealth Management (Kansas)
Kansas
$3.32M
OSNBOA
783
Old Second National Bank of Aurora
Illinois
$3.31M
BHA
784
Beech Hill Advisors
New York
$3.31M
MFS
785
Mattson Financial Services
Michigan
$3.31M
BP
786
Ballentine Partners
Massachusetts
$3.29M
KRSITF
787
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.28M
SI
788
Symmetry Investments
Jersey
$3.25M
FCP
789
Fidelis Capital Partners
Florida
$3.24M
SFO
790
Stokes Family Office
Louisiana
$3.23M
NAAA
791
New Age Alpha Advisors
New York
$3.19M
HWA
792
Heritage Wealth Advisors
Virginia
$3.18M
MMA
793
Miracle Mile Advisors
California
$3.18M
TCWA
794
Turtle Creek Wealth Advisors
Texas
$3.18M
PHS
795
Pekin Hardy Strauss
Illinois
$3.17M
FNA
796
First National Advisers
Nebraska
$3.17M
QIM
797
Quantitative Investment Management
Virginia
$3.15M
CB
798
Cadence Bank
Mississippi
$3.15M
LA
799
Lifeworks Advisors
Michigan
$3.14M
OWP
800
Obermeyer Wealth Partners
Colorado
$3.14M