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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
MFA
1201
Mayflower Financial Advisors
Massachusetts
$1.19M -$34.4K -97 -3%
LIP
1202
Lighthouse Investment Partners
Florida
$1.19M -$2.43M -6,843 -65%
BFG
1203
Berger Financial Group
Minnesota
$1.19M +$342K +966 +35%
SAM
1204
Sawgrass Asset Management
Florida
$1.19M +$9.92K +28 +0.8%
CS
1205
Capital Square
Tennessee
$1.19M +$1.32M +3,721 New
MKC
1206
M. Kraus & Co
Vermont
$1.18M +$1.06K +3 +0.1%
EPIMS
1207
Evelyn Partners Investment Management Services
$1.18M -$378K -1,067 -22%
MA
1208
MCF Advisors
Kentucky
$1.18M +$10.6K +30 +0.8%
SL
1209
SWMG LLC
Texas
$1.18M -$168K -474 -13%
MWM
1210
Modera Wealth Management
New Jersey
$1.18M +$2.48K +7 +0.2%
IIA
1211
Integral Investment Advisors
California
$1.18M
PFG
1212
Prosperity Financial Group
California
$1.17M +$120K +340 +10%
KA
1213
KLCM Advisors
Wisconsin
$1.17M -$70.9K -200 -5%
SCM
1214
Sandler Capital Management
New York
$1.17M -$468K -1,320 -26%
BWM
1215
Bluebird Wealth Management
Massachusetts
$1.17M +$1.3M +3,663 New
HWMG
1216
Harbour Wealth Management Group
South Carolina
$1.16M +$1.29M +3,652 New
CICC
1217
Capital Investment Counsel (Colorado)
Colorado
$1.16M -$16.3K -46 -1%
JSAM
1218
J. Safra Asset Management
New York
$1.16M +$2.83K +8 +0.2%
JSSH
1219
J. Safra Sarasin Holding
$1.16M +$24.1K +68 +2%
CGFA
1220
Colton Groome Financial Advisors
North Carolina
$1.15M +$40K +113 +3%
FIA
1221
Foundations Investment Advisors
Arizona
$1.15M -$65.6K -185 -5%
IFS
1222
Ifrah Financial Services
Arkansas
$1.14M -$35.1K -99 -3%
A
1223
Allianz
Germany
$1.14M -$151K -425 -11%
AIM
1224
Aspen Investment Management
Michigan
$1.14M -$354 -1 -0%
TCOO
1225
Trust Company of Oklahoma
Oklahoma
$1.14M +$174K +491 +16%