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
IIA
1201
Integral Investment Advisors
California
$1.18M
PFG
1202
Prosperity Financial Group
California
$1.17M
KA
1203
KLCM Advisors
Wisconsin
$1.17M
SCM
1204
Sandler Capital Management
New York
$1.17M
BWM
1205
Bluebird Wealth Management
Massachusetts
$1.17M
HWMG
1206
Harbour Wealth Management Group
South Carolina
$1.16M
CICC
1207
Capital Investment Counsel (Colorado)
Colorado
$1.16M
JSAM
1208
J. Safra Asset Management
New York
$1.16M
JSSH
1209
J. Safra Sarasin Holding
$1.16M
CGFA
1210
Colton Groome Financial Advisors
North Carolina
$1.15M
FIA
1211
Foundations Investment Advisors
Arizona
$1.15M
IFS
1212
Ifrah Financial Services
Arkansas
$1.14M
A
1213
Allianz
Germany
$1.14M
AIM
1214
Aspen Investment Management
Michigan
$1.14M
TCOO
1215
Trust Company of Oklahoma
Oklahoma
$1.14M
TSMHT
1216
Thurston Springer Miller Herd & Titak
Indiana
$1.13M
BWM
1217
Biltmore Wealth Management
Arizona
$1.13M
BTW
1218
Boston Trust Walden
Massachusetts
$1.13M
GIA
1219
Guyasuta Investment Advisors
Pennsylvania
$1.13M
MNBTD
1220
Moody National Bank Trust Division
Texas
$1.13M
NFG
1221
Nations Financial Group
Iowa
$1.13M
BCM
1222
BluePath Capital Management
Georgia
$1.12M
OFS
1223
Orrstown Financial Services
Pennsylvania
$1.12M
T
1224
TrustBank
Illinois
$1.12M
SVWAG
1225
Sound View Wealth Advisors Group
Georgia
$1.12M