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
NERM
851
New England Research & Management
Illinois
$2.74M
EFS
852
Essex Financial Services
Connecticut
$2.74M
WI
853
Wealth Intelligence
Georgia
$2.74M
FMB
854
Field & Main Bank
Kentucky
$2.73M
SAM
855
Scopus Asset Management
New York
$2.72M
AS
856
Altshuler Shaham
Israel
$2.71M
NWM
857
Northwest Wealth Management
Iowa
$2.7M
TVWM
858
Tower View Wealth Management
Wisconsin
$2.69M
SB
859
Simmons Bank
Arkansas
$2.69M
RCG
860
Ridge Creek Global
Ohio
$2.69M
HCCM
861
Hudson Canyon Capital Management
New York
$2.68M
JCM
862
Jacobi Capital Management
Pennsylvania
$2.68M
NLGIA
863
Nippon Life Global Investors Americas
New York
$2.68M
WSCM
864
Wellington Shields Capital Management
New York
$2.65M
FG
865
Fiduciary Group
Georgia
$2.64M
HWM
866
Hohimer Wealth Management
Washington
$2.63M
WTA
867
Washington Trust Advisors
Massachusetts
$2.63M
IA
868
IFP Advisors
Florida
$2.61M
SMC
869
Smith, Moore & Co
Missouri
$2.61M
AIM
870
Aigen Investment Management
New York
$2.61M
FBT
871
First Bankers Trust
Kentucky
$2.6M
EA
872
Ellsworth Advisors
Ohio
$2.6M
SC
873
Savant Capital
Illinois
$2.6M
TAFW
874
Tred Avon Family Wealth
Maryland
$2.59M
HL
875
HeadInvest LLC
Maine
$2.59M