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
WWM
901
Waterway Wealth Management
Texas
$2.47M
HA
902
Herold Advisors
New York
$2.47M
CAL
903
Capital Analysts LLC
Pennsylvania
$2.46M
CWP
904
Concord Wealth Partners
Virginia
$2.46M
PWP
905
Private Wealth Partners
California
$2.45M
PA
906
PFG Advisors
Arizona
$2.44M
VSQM
907
V-Square Quantitative Management
Illinois
$2.43M
CCM
908
Canal Capital Management
Virginia
$2.41M
AMIM
909
Aull & Monroe Investment Management
Alabama
$2.4M
RWM
910
Ritholtz Wealth Management
New York
$2.4M
DT
911
Diversified Trust
Tennessee
$2.39M
DGM
912
Delta Global Management
New York
$2.39M
FRA
913
Frank Rimerman Advisors
California
$2.39M
CAMV
914
Concord Asset Management (Virginia)
Virginia
$2.38M
PP
915
Prudential plc
United Kingdom
$2.38M
CAG
916
Csenge Advisory Group
Florida
$2.38M
MFS
917
Miller Financial Services
Michigan
$2.38M
AG
918
Ascent Group
Virginia
$2.36M
CC
919
Cypress Capital
Tennessee
$2.35M
SIG
920
Sky Investment Group
Connecticut
$2.35M
IFWM
921
Institute for Wealth Management
Colorado
$2.33M
HP
922
Hilltop Partners
Indiana
$2.33M
AEPWM
923
Atlantic Edge Private Wealth Management
Florida
$2.33M
FRA
924
Front Row Advisors
California
$2.33M
SIAP
925
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.31M