2,423 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 922 increasing their positions, 886 reducing their positions, and 180 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: 922 | Existing positions reduced: 886

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
2,423
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
PFBT
1126
Parkside Financial Bank & Trust
Missouri
$1.36M
WSC
1127
Wellington Shields & Co
New York
$1.36M
ARG
1128
Advisory Resource Group
Oklahoma
$1.35M
CFP
1129
Catalyst Financial Partners
Massachusetts
$1.35M
IIC
1130
Ironwood Investment Counsel
Arizona
$1.35M
APW
1131
Aventura Private Wealth
Florida
$1.34M
EB
1132
Emprise Bank
Kansas
$1.34M
AT
1133
Adelphi Trust
Florida
$1.34M
SWA
1134
SFMG Wealth Advisors
Texas
$1.33M
CCG
1135
Cloverfields Capital Group
Minnesota
$1.33M
SWM
1136
Sculati Wealth Management
Michigan
$1.33M
DWM
1137
Diversify Wealth Management
Utah
$1.33M
GWM
1138
GDS Wealth Management
Texas
$1.32M
PCP
1139
Perbak Capital Partners
United Kingdom
$1.32M
IWA
1140
IVC Wealth Advisors
Pennsylvania
$1.31M
PWMAG
1141
Pinnacle Wealth Management Advisory Group
New Jersey
$1.31M
1SB
1142
1ST Source Bank
Indiana
$1.31M
PFC
1143
Phocas Financial Corp
California
$1.3M
GS
1144
GTS Securities
New York
$1.3M
WIM
1145
WealthPlan Investment Management
Nebraska
$1.3M
SPC
1146
Spirepoint Private Client
Florida
$1.3M
CCA
1147
Checchi Capital Advisers
California
$1.3M
FWIA
1148
Fort Washington Investment Advisors
Ohio
$1.3M
PWP
1149
Prasad Wealth Partners
Ohio
$1.29M
SIP
1150
Stoneridge Investment Partners
Pennsylvania
$1.29M