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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
CWS
776
Confluence Wealth Services
Pennsylvania
$3.44M
DM
777
Diversified Management
Wisconsin
$3.38M
SAM
778
Securian Asset Management
Minnesota
$3.36M
ISWM
779
Independent Solutions Wealth Management
New York
$3.36M
NL
780
NVWM LLC
Pennsylvania
$3.36M
PTCG
781
Pring Turner Capital Group
California
$3.35M
JC
782
JB Capital
Connecticut
$3.34M
MSA
783
MUFG Securities Americas
New York
$3.33M
CCG
784
Cypress Capital Group
Florida
$3.32M
CWMK
785
Caliber Wealth Management (Kansas)
Kansas
$3.32M
OSNBOA
786
Old Second National Bank of Aurora
Illinois
$3.31M
BHA
787
Beech Hill Advisors
New York
$3.31M
MFS
788
Mattson Financial Services
Michigan
$3.31M
BP
789
Ballentine Partners
Massachusetts
$3.29M
KRSITF
790
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.28M
SI
791
Symmetry Investments
Jersey
$3.25M
FCP
792
Fidelis Capital Partners
Florida
$3.24M
SFO
793
Stokes Family Office
Louisiana
$3.23M
NAAA
794
New Age Alpha Advisors
New York
$3.19M
HWA
795
Heritage Wealth Advisors
Virginia
$3.18M
MMA
796
Miracle Mile Advisors
California
$3.18M
TCWA
797
Turtle Creek Wealth Advisors
Texas
$3.18M
PHS
798
Pekin Hardy Strauss
Illinois
$3.17M
FNA
799
First National Advisers
Nebraska
$3.17M
QIM
800
Quantitative Investment Management
Virginia
$3.15M