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
901
Concord Wealth Partners
Virginia
$2.46M
PWP
902
Private Wealth Partners
California
$2.45M
PA
903
PFG Advisors
Arizona
$2.44M
VSQM
904
V-Square Quantitative Management
Illinois
$2.43M
CCM
905
Canal Capital Management
Virginia
$2.41M
AMIM
906
Aull & Monroe Investment Management
Alabama
$2.4M
RWM
907
Ritholtz Wealth Management
New York
$2.4M
DT
908
Diversified Trust
Tennessee
$2.39M
DGM
909
Delta Global Management
New York
$2.39M
FRA
910
Frank Rimerman Advisors
California
$2.39M
CAMV
911
Concord Asset Management (Virginia)
Virginia
$2.38M
PP
912
Prudential plc
United Kingdom
$2.38M
CAG
913
Csenge Advisory Group
Florida
$2.38M
MFS
914
Miller Financial Services
Michigan
$2.38M
AG
915
Ascent Group
Virginia
$2.36M
CC
916
Cypress Capital
Tennessee
$2.35M
SIG
917
Sky Investment Group
Connecticut
$2.35M
IFWM
918
Institute for Wealth Management
Colorado
$2.33M
HP
919
Hilltop Partners
Indiana
$2.33M
AEPWM
920
Atlantic Edge Private Wealth Management
Florida
$2.33M
FRA
921
Front Row Advisors
California
$2.33M
SIAP
922
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.31M
SIC
923
Samalin Investment Counsel
New York
$2.29M
WA
924
Wealth Alliance
New York
$2.28M
BDL
925
Bey-Douglas LLC
Georgia
$2.28M