2,431 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 291 funds opening new positions, 924 increasing their positions, 888 reducing their positions, and 183 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: 924 | Existing positions reduced: 888

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
2,431
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
EPIMS
1201
Evelyn Partners Investment Management Services
$1.18M
MA
1202
MCF Advisors
Kentucky
$1.18M
SL
1203
SWMG LLC
Texas
$1.18M
MWM
1204
Modera Wealth Management
New Jersey
$1.18M
IIA
1205
Integral Investment Advisors
California
$1.18M
PFG
1206
Prosperity Financial Group
California
$1.17M
KA
1207
KLCM Advisors
Wisconsin
$1.17M
SCM
1208
Sandler Capital Management
New York
$1.17M
BWM
1209
Bluebird Wealth Management
Massachusetts
$1.17M
HWMG
1210
Harbour Wealth Management Group
South Carolina
$1.16M
CICC
1211
Capital Investment Counsel (Colorado)
Colorado
$1.16M
JSAM
1212
J. Safra Asset Management
New York
$1.16M
JSSH
1213
J. Safra Sarasin Holding
$1.16M
CGFA
1214
Colton Groome Financial Advisors
North Carolina
$1.15M
FIA
1215
Foundations Investment Advisors
Arizona
$1.15M
IFS
1216
Ifrah Financial Services
Arkansas
$1.14M
A
1217
Allianz
Germany
$1.14M
AIM
1218
Aspen Investment Management
Michigan
$1.14M
TCOO
1219
Trust Company of Oklahoma
Oklahoma
$1.14M
TSMHT
1220
Thurston Springer Miller Herd & Titak
Indiana
$1.13M
BWM
1221
Biltmore Wealth Management
Arizona
$1.13M
BTW
1222
Boston Trust Walden
Massachusetts
$1.13M
GIA
1223
Guyasuta Investment Advisors
Pennsylvania
$1.13M
MNBTD
1224
Moody National Bank Trust Division
Texas
$1.13M
NFG
1225
Nations Financial Group
Iowa
$1.13M