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
CWP
876
Cyndeo Wealth Partners
Florida
$2.57M
NSIM
877
North Star Investment Management
Illinois
$2.57M
HPG
878
Harvest Portfolios Group
Ontario, Canada
$2.56M
DWG
879
Darden Wealth Group
Michigan
$2.55M
AWA
880
Arkadios Wealth Advisors
Georgia
$2.55M
CA
881
CoreCap Advisors
Michigan
$2.55M
MWM
882
MGB Wealth Management
Texas
$2.54M
TCA
883
Transcend Capital Advisors
New Jersey
$2.54M
BC
884
Burney Company
Virginia
$2.54M
CSIC
885
Clifford Swan Investment Counsel
California
$2.54M
CPA
886
Capital Planning Advisors
California
$2.53M
DBG
887
De Burlo Group
Massachusetts
$2.53M
PP
888
Patten & Patten
Tennessee
$2.52M
VI
889
Vestcor Inc
New Brunswick, Canada
$2.51M
SC
890
Syon Capital
California
$2.51M
VWM
891
Vivid Wealth Management
Iowa
$2.51M
WC
892
Whitney & Co
New York
$2.5M
IWC
893
Integrated Wealth Concepts
Massachusetts
$2.49M
CNBT
894
Canandaigua National Bank & Trust
New York
$2.48M
PCM
895
Polymer Capital Management
New York
$2.48M
RC
896
Roundview Capital
New Jersey
$2.48M
HWMO
897
Heritage Wealth Management (Ohio)
Ohio
$2.47M
WWM
898
Waterway Wealth Management
Texas
$2.47M
HA
899
Herold Advisors
New York
$2.47M
CAL
900
Capital Analysts LLC
Pennsylvania
$2.46M