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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
EM
1126
Excalibur Management
Massachusetts
$1.38M -$48.9K -138 -3%
1C
1127
111 Capital
France
$1.38M +$1.54M +4,341 New
FAMI
1128
Fideuram Asset Management (Ireland)
$1.38M +$1.67M +4,700 New
CA
1129
Commerzbank Aktiengesellschaft
Germany
$1.37M -$416K -1,175 -21%
NW
1130
Naviter Wealth
Arkansas
$1.37M +$16.3K +46 +1%
OFS
1131
Oldfather Financial Services
Nebraska
$1.37M +$26.2K +74 +2%
DCM
1132
Davis Capital Management
Florida
$1.37M
SIM
1133
Stratos Investment Management
Ohio
$1.37M +$293K +827 +24%
AWMT
1134
AAFMAA Wealth Management & Trust
North Carolina
$1.37M +$254K +717 +20%
PI
1135
PFG Investments
New York
$1.37M +$8.86K +25 +0.6%
PFBT
1136
Parkside Financial Bank & Trust
Missouri
$1.36M +$101K +285 +7%
WSC
1137
Wellington Shields & Co
New York
$1.36M +$99.6K +281 +7%
ARG
1138
Advisory Resource Group
Oklahoma
$1.35M +$2.48K +7 +0.2%
CFP
1139
Catalyst Financial Partners
Massachusetts
$1.35M -$39.7K -112 -3%
IIC
1140
Ironwood Investment Counsel
Arizona
$1.35M +$25.9K +73 +2%
APW
1141
Aventura Private Wealth
Florida
$1.34M -$50.7K -143 -3%
EB
1142
Emprise Bank
Kansas
$1.34M
AT
1143
Adelphi Trust
Florida
$1.34M +$1.49M +4,194 New
SWA
1144
SFMG Wealth Advisors
Texas
$1.33M -$41.1K -116 -3%
CCG
1145
Cloverfields Capital Group
Minnesota
$1.33M +$3.19K +9 +0.2%
SWM
1146
Sculati Wealth Management
Michigan
$1.33M +$24.5K +69 +2%
DWM
1147
Diversify Wealth Management
Utah
$1.33M +$118K +333 +9%
GWM
1148
GDS Wealth Management
Texas
$1.32M -$54.2K -153 -4%
PCP
1149
Perbak Capital Partners
United Kingdom
$1.32M +$1.47M +4,141 New
IWA
1150
IVC Wealth Advisors
Pennsylvania
$1.31M +$9.92K +28 +0.7%