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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
PWMAG
1151
Pinnacle Wealth Management Advisory Group
New Jersey
$1.31M +$1.06K +3 +0.1%
1SB
1152
1ST Source Bank
Indiana
$1.31M +$159K +449 +12%
PFC
1153
Phocas Financial Corp
California
$1.3M
GS
1154
GTS Securities
New York
$1.3M +$725K +2,047 +101%
WIM
1155
WealthPlan Investment Management
Nebraska
$1.3M -$82.6K -233 -5%
SPC
1156
Spirepoint Private Client
Florida
$1.3M +$18.4K +52 +1%
CCA
1157
Checchi Capital Advisers
California
$1.3M -$135K -381 -9%
FWIA
1158
Fort Washington Investment Advisors
Ohio
$1.3M +$12.4K +35 +0.9%
PWP
1159
Prasad Wealth Partners
Ohio
$1.29M +$198K +560 +16%
SIP
1160
Stoneridge Investment Partners
Pennsylvania
$1.29M -$52.1K -147 -4%
FC
1161
FORA Capital
Florida
$1.29M +$1.43M +4,045 New
DBRC
1162
D.B. Root & Company
Pennsylvania
$1.28M -$354 -1 -0%
CA
1163
Cullinan Associates
Kentucky
$1.28M -$22K -62 -2%
SWM
1164
SeaCrest Wealth Management
New York
$1.27M -$38.3K -108 -3%
RCS
1165
Retirement Capital Strategies
California
$1.27M
BWAM
1166
Blue Water Asset Management
Michigan
$1.27M +$1.42M +3,996 New
DIM
1167
Delta Investment Management
California
$1.27M
A
1168
Argentarii
Ohio
$1.27M -$2.13K -6 -0.2%
BCG
1169
Breakwater Capital Group
New Jersey
$1.26M +$18.8K +53 +1%
MC
1170
Matisse Capital
Oregon
$1.26M -$420K -1,186 -23%
ZIC
1171
ZWJ Investment Counsel
Georgia
$1.26M -$1.77K -5 -0.1%
CCFM
1172
Clear Creek Financial Management
Washington
$1.26M +$89.7K +253 +7%
UBG
1173
United Bank (Georgia)
Georgia
$1.26M -$107K -301 -7%
RIG
1174
RiverFront Investment Group
Virginia
$1.25M +$443K +1,251 +47%
MYIA
1175
Mount Yale Investment Advisors
Colorado
$1.25M -$1.01M -2,837 -42%