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
NL
951
NWAM LLC
Washington
$2.16M
PPWP
952
Premier Path Wealth Partners
New Jersey
$2.15M
SP
953
Stonebrook Private
Michigan
$2.15M
DWT
954
Dorsey & Whitney Trust
South Dakota
$2.14M
FG
955
Foster Group
Iowa
$2.13M
MCCP
956
Mission Creek Capital Partners
California
$2.12M
PWP
957
Principle Wealth Partners
Connecticut
$2.12M
CAMG
958
CWA Asset Management Group
Florida
$2.11M
FFA
959
Founders Financial Alliance
North Carolina
$2.1M
1W
960
1776 Wealth
Georgia
$2.1M
RSWM
961
Robertson Stephens Wealth Management
California
$2.08M
RGF
962
Retirement Guys Formula
Ohio
$2.08M
IB
963
Intrust Bank
Kansas
$2.08M
CAAS
964
Capital Asset Advisory Services
Michigan
$2.08M
AFG
965
Atomi Financial Group
New York
$2.07M
DWM
966
Darwin Wealth Management
Florida
$2.05M
FBB
967
Fulton Breakefield Broenniman
Maryland
$2.05M
BWG
968
Berry Wealth Group
Texas
$2.04M
PDL
969
Portfolio Design Labs
California
$2.03M
ETC
970
Exchange Traded Concepts
Oklahoma
$2.03M
PFS
971
Physicians Financial Services
North Carolina
$2.03M
HCA
972
Harbor Capital Advisors
Illinois
$2.03M
MWM
973
Meridian Wealth Management
Kentucky
$2.03M
PP
974
PDS Planning
Ohio
$2.02M
IIM
975
InTrack Investment Management
Vermont
$2.02M