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
SC
876
Savant Capital
Illinois
$2.6M
TAFW
877
Tred Avon Family Wealth
Maryland
$2.59M
HL
878
HeadInvest LLC
Maine
$2.59M
CWP
879
Cyndeo Wealth Partners
Florida
$2.57M
NSIM
880
North Star Investment Management
Illinois
$2.57M
HPG
881
Harvest Portfolios Group
Ontario, Canada
$2.56M
DWG
882
Darden Wealth Group
Michigan
$2.55M
AWA
883
Arkadios Wealth Advisors
Georgia
$2.55M
CA
884
CoreCap Advisors
Michigan
$2.55M
MWM
885
MGB Wealth Management
Texas
$2.54M
TCA
886
Transcend Capital Advisors
New Jersey
$2.54M
BC
887
Burney Company
Virginia
$2.54M
CSIC
888
Clifford Swan Investment Counsel
California
$2.54M
CPA
889
Capital Planning Advisors
California
$2.53M
DBG
890
De Burlo Group
Massachusetts
$2.53M
PP
891
Patten & Patten
Tennessee
$2.52M
VI
892
Vestcor Inc
New Brunswick, Canada
$2.51M
SC
893
Syon Capital
California
$2.51M
VWM
894
Vivid Wealth Management
Iowa
$2.51M
WC
895
Whitney & Co
New York
$2.5M
IWC
896
Integrated Wealth Concepts
Massachusetts
$2.49M
CNBT
897
Canandaigua National Bank & Trust
New York
$2.48M
PCM
898
Polymer Capital Management
New York
$2.48M
RC
899
Roundview Capital
New Jersey
$2.48M
HWMO
900
Heritage Wealth Management (Ohio)
Ohio
$2.47M