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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
MWM
976
Meridian Wealth Management
Kentucky
$2.03M
PP
977
PDS Planning
Ohio
$2.02M
IIM
978
InTrack Investment Management
Vermont
$2.02M
Balyasny Asset Management
979
Balyasny Asset Management
Illinois
$2.02M
TAM
980
Tocqueville Asset Management
New York
$2.01M
HFO
981
Heritage Family Offices
Arizona
$2.01M
TFP
982
Tilia Fiduciary Partners
North Carolina
$2M
NI
983
Natural Investments
California
$2M
WPC
984
Wedmont Private Capital
Pennsylvania
$1.99M
PTB
985
Pioneer Trust Bank
Oregon
$1.98M
LSA
986
Leonteq Securities AG
Switzerland
$1.98M
OIA
987
OneDigital Investment Advisors
Kansas
$1.97M
VAG
988
VisionPoint Advisory Group
Texas
$1.97M
PC
989
Parrish Capital
Georgia
$1.97M
PWAM
990
Private Wealth Asset Management
Iowa
$1.96M
TIA
991
Trust Investment Advisors
Indiana
$1.96M
VA
992
Valmark Advisers
Ohio
$1.96M
CFG
993
Cooper Financial Group
California
$1.94M
TPCW
994
TD Private Client Wealth
New York
$1.93M
PWM
995
Pathway Wealth Management
Texas
$1.93M
IGGA
996
Iron Gate Global Advisors
Utah
$1.93M
EH
997
Equitable Holdings
New York
$1.93M
CA
998
Claro Advisors
Massachusetts
$1.93M
DAM
999
Doheny Asset Management
California
$1.93M
KCM
1000
Kornitzer Capital Management
Kansas
$1.92M