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
PMSA
1226
Patrick M. Sweeney & Associates
Illinois
$1.12M
PA
1227
Profund Advisors
Maryland
$1.12M
PWPS
1228
Pinnacle Wealth Planning Services
Ohio
$1.11M
SF
1229
Sun Financial
Utah
$1.11M
RA
1230
RFG Advisory
Alabama
$1.1M
TP
1231
Thayer Partners
Pennsylvania
$1.1M
CP
1232
Canopy Partners
Ohio
$1.1M
IAS
1233
Insigneo Advisory Services
Florida
$1.09M
GWA
1234
Geometric Wealth Advisors
District of Columbia
$1.09M
PP
1235
Patron Partners
Texas
$1.09M
WF
1236
Welch & Forbes
Massachusetts
$1.09M
SI
1237
Seeds Investor
New York
$1.09M
KCM
1238
KRS Capital Management
Michigan
$1.08M
CT
1239
Clearstead Trust
Maine
$1.08M
SS
1240
Sunbelt Securities
Texas
$1.07M
BWP
1241
Baldwin Wealth Partners
Massachusetts
$1.07M
PCG
1242
Prosperity Consulting Group
Maryland
$1.07M
HT
1243
Heritage Trust
Oklahoma
$1.07M
OC
1244
Oakworth Capital
Alabama
$1.07M
GFP
1245
Gryphon Financial Partners
Ohio
$1.06M
KIA
1246
Knollwood Investment Advisory
Maryland
$1.06M
KCM
1247
Kennondale Capital Management
Virginia
$1.06M
FCCM
1248
First City Capital Management
Georgia
$1.06M
Simplex Trading
1249
Simplex Trading
Illinois
$1.06M
DCM
1250
Dimension Capital Management
Florida
$1.06M