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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

68% more first-time investments, than exits

New positions opened: 309 | Existing positions closed: 184

35% more capital invested

Capital invested by funds: $119B → $162B (+$42.3B)

16.16% more ownership

Funds ownership: 81.86%98.02% (+16%)

3% more funds holding

Funds holding: 2,3832,457 (+74)

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
+74
Holders Change %
+3.11%
% of All Funds
29.9%
Holding in Top 10
39
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.41%
% of All Funds
0.47%
New
309
Increased
926
Reduced
893
Closed
184
Calls
$1.08B
Puts
$1.27B
Net Calls
-$188M
Net Calls Change
-$583M
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
1101
Evolve Private Wealth
California
$1.47M +$1.64M +4,627 New
AP
1102
Anchyra Partners
Georgia
$1.47M +$1.63M +4,607 New
OCM
1103
Orion Capital Management
California
$1.46M +$21.3K +60 +1%
CM
1104
Capula Management
Cayman Islands
$1.46M +$1.2M +3,380 +278%
HT
1105
Headlands Technologies
Illinois
$1.45M +$1.61M +4,553 New
TP
1106
Tranquility Partners
Tennessee
$1.44M -$612K -1,727 -28%
HSA
1107
HBK Sorce Advisory
Pennsylvania
$1.44M +$65.9K +186 +5%
SWM
1108
Shelton Wealth Management
Texas
$1.44M +$101K +286 +7%
UW
1109
Unique Wealth
Florida
$1.44M -$388K -1,096 -20%
CNC
1110
Citizens & Northern Corp
Pennsylvania
$1.44M -$26.6K -75 -2%
PP
1111
PDT Partners
New York
$1.43M
ONB
1112
Old National Bancorp
Indiana
$1.43M -$101K -285 -6%
O
1113
Ossiam
France
$1.43M +$201K +566 +14%
IMRF
1114
Illinois Municipal Retirement Fund
Illinois
$1.42M -$376K -1,061 -19%
AWM
1115
Angeles Wealth Management
California
$1.42M +$1.15M +3,237 +263%
WEG
1116
World Equity Group
Illinois
$1.42M +$68.4K +193 +5%
OHWP
1117
Oak Harbor Wealth Partners
North Carolina
$1.42M -$93.9K -265 -6%
DCA
1118
DB&C Advisors
Michigan
$1.41M +$1.57M +4,422 New
RBI
1119
Raiffeisen Bank International
Austria
$1.41M +$316K +891 +26%
MCWA
1120
Meadow Creek Wealth Advisors
Georgia
$1.4M -$53.2K -150 -3%
TFS
1121
Thoroughbred Financial Services
Tennessee
$1.4M -$38.3K -108 -2%
GBT
1122
Grove Bank & Trust
Florida
$1.39M -$16.7K -47 -1%
SW
1123
SlateStone Wealth
Florida
$1.39M -$85.8K -242 -5%
MW
1124
Maia Wealth
Colorado
$1.39M +$204K +577 +19%
CFFP
1125
Center for Financial Planning
Michigan
$1.39M +$12.4K +35 +0.8%