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
HIA
1051
Harbor Investment Advisory
Maryland
$1.65M
BHPW
1052
Beverly Hills Private Wealth
California
$1.64M
MG
1053
Mather Group
Illinois
$1.64M
GWM
1054
Geneos Wealth Management
Colorado
$1.64M
SAG
1055
SageView Advisory Group
California
$1.63M
ADMI
1056
Albert D. Mason Inc
Massachusetts
$1.63M
HW
1057
HORAN Wealth
Ohio
$1.63M
HW
1058
Hancock Whitney
Mississippi
$1.63M
CPBTD
1059
Central Pacific Bank - Trust Division
Hawaii
$1.62M
VIA
1060
Virtus Investment Advisers
Connecticut
$1.62M
FAM
1061
Formidable Asset Management
Ohio
$1.61M
NCM
1062
NCM Capital Management
New Jersey
$1.6M
KA
1063
Kintegral Advisory
New York
$1.59M
MC
1064
Machina Capital
France
$1.59M
TAM
1065
Tealwood Asset Management
Minnesota
$1.58M
BG
1066
BDF Gestion
France
$1.58M
SG
1067
StoneX Group
New York
$1.58M
PWAM
1068
Papamarkou Wellner Asset Management
New York
$1.58M
SCI
1069
Stableford Capital II
Arizona
$1.56M
AWE
1070
Avidian Wealth Enterprises
Texas
$1.56M
CAM
1071
Covenant Asset Management
New Jersey
$1.56M
MIM
1072
MTM Investment Management
South Carolina
$1.55M
HBT
1073
Hills Bank & Trust
Iowa
$1.55M
CIA
1074
Choate Investment Advisors
Massachusetts
$1.55M
SIC
1075
Sterling Investment Counsel
New York
$1.55M