We are live on ! Find out more

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
HWMO
901
Heritage Wealth Management (Ohio)
Ohio
$2.47M
WWM
902
Waterway Wealth Management
Texas
$2.47M
HA
903
Herold Advisors
New York
$2.47M
CAL
904
Capital Analysts LLC
Pennsylvania
$2.46M
CWP
905
Concord Wealth Partners
Virginia
$2.46M
PWP
906
Private Wealth Partners
California
$2.45M
PA
907
PFG Advisors
Arizona
$2.44M
VSQM
908
V-Square Quantitative Management
Illinois
$2.43M
CCM
909
Canal Capital Management
Virginia
$2.41M
AMIM
910
Aull & Monroe Investment Management
Alabama
$2.4M
RWM
911
Ritholtz Wealth Management
New York
$2.4M
DT
912
Diversified Trust
Tennessee
$2.39M
DGM
913
Delta Global Management
New York
$2.39M
FRA
914
Frank Rimerman Advisors
California
$2.39M
CAMV
915
Concord Asset Management (Virginia)
Virginia
$2.38M
PP
916
Prudential plc
United Kingdom
$2.38M
CAG
917
Csenge Advisory Group
Florida
$2.38M
MFS
918
Miller Financial Services
Michigan
$2.38M
AG
919
Ascent Group
Virginia
$2.36M
IFG
920
Independent Financial Group
California
$2.36M
CC
921
Cypress Capital
Tennessee
$2.35M
SIG
922
Sky Investment Group
Connecticut
$2.35M
IFWM
923
Institute for Wealth Management
Colorado
$2.33M
HP
924
Hilltop Partners
Indiana
$2.33M
AEPWM
925
Atlantic Edge Private Wealth Management
Florida
$2.33M