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
LA
801
Lifeworks Advisors
Michigan
$3.14M
OWP
802
Obermeyer Wealth Partners
Colorado
$3.14M
RBWA
803
RFG - Bristol Wealth Advisors
Massachusetts
$3.13M
CA
804
Continuum Advisory
Idaho
$3.13M
STAS
805
Strong Tower Advisory Services
Minnesota
$3.12M
ECM
806
Evergreen Capital Management
Washington
$3.1M
SIC
807
Sigma Investment Counselors
Michigan
$3.09M
SC
808
Scholtz & Company
Connecticut
$3.07M
PHIMC
809
Private Harbour Investment Management & Counsel
Ohio
$3.04M
MAMA
810
Myriad Asset Management Advisors
Florida
$3.04M
LB
811
Legacy Bridge
Iowa
$3.03M
MGIA
812
Moneta Group Investment Advisors
Missouri
$3.03M
TCP
813
TMB Capital Partners
Arkansas
$3.01M
COI
814
Connable Office Inc
Michigan
$3M
SCTC
815
Sanibel Captiva Trust Company
Florida
$3M
SMA
816
Sage Mountain Advisors
Georgia
$2.99M
LD
817
Lipe & Dalton
New York
$2.98M
CW
818
CrossGen Wealth
North Carolina
$2.98M
WAP
819
Wealthcare Advisory Partners
Pennsylvania
$2.97M
LTI
820
Laffer Tengler Investments
Tennessee
$2.97M
WP
821
WealthShield Partners
North Carolina
$2.96M
BFA
822
Bill Few Associates
Pennsylvania
$2.96M
PWS
823
Peterson Wealth Services
Utah
$2.96M
SIA
824
Soltis Investment Advisors
Utah
$2.95M
CCT
825
Capital City Trust
Florida
$2.94M