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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
EA
876
Ellsworth Advisors
Ohio
$2.6M
SC
877
Savant Capital
Illinois
$2.6M
TAFW
878
Tred Avon Family Wealth
Maryland
$2.59M
HL
879
HeadInvest LLC
Maine
$2.59M
CWP
880
Cyndeo Wealth Partners
Florida
$2.57M
NSIM
881
North Star Investment Management
Illinois
$2.57M
HPG
882
Harvest Portfolios Group
Ontario, Canada
$2.56M
DWG
883
Darden Wealth Group
Michigan
$2.55M
AWA
884
Arkadios Wealth Advisors
Georgia
$2.55M
CA
885
CoreCap Advisors
Michigan
$2.55M
MWM
886
MGB Wealth Management
Texas
$2.54M
TCA
887
Transcend Capital Advisors
New Jersey
$2.54M
BC
888
Burney Company
Virginia
$2.54M
CSIC
889
Clifford Swan Investment Counsel
California
$2.54M
CPA
890
Capital Planning Advisors
California
$2.53M
DBG
891
De Burlo Group
Massachusetts
$2.53M
PP
892
Patten & Patten
Tennessee
$2.52M
VI
893
Vestcor Inc
New Brunswick, Canada
$2.51M
SC
894
Syon Capital
California
$2.51M
VWM
895
Vivid Wealth Management
Iowa
$2.51M
WC
896
Whitney & Co
New York
$2.5M
IWC
897
Integrated Wealth Concepts
Massachusetts
$2.49M
CNBT
898
Canandaigua National Bank & Trust
New York
$2.48M
PCM
899
Polymer Capital Management
New York
$2.48M
RC
900
Roundview Capital
New Jersey
$2.48M