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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
TSMHT
1226
Thurston Springer Miller Herd & Titak
Indiana
$1.13M +$1.06M +3,005 +540%
BWM
1227
Biltmore Wealth Management
Arizona
$1.13M +$1.06K +3 +0.1%
BTW
1228
Boston Trust Walden
Massachusetts
$1.13M -$10.6K -30 -0.8%
GIA
1229
Guyasuta Investment Advisors
Pennsylvania
$1.13M +$204K +577 +19%
MNBTD
1230
Moody National Bank Trust Division
Texas
$1.13M -$403K -1,137 -24%
NFG
1231
Nations Financial Group
Iowa
$1.13M -$31.5K -89 -2%
BCM
1232
BluePath Capital Management
Georgia
$1.12M +$136K +385 +12%
OFS
1233
Orrstown Financial Services
Pennsylvania
$1.12M -$92.1K -260 -7%
T
1234
TrustBank
Illinois
$1.12M +$1.25M +3,521 New
SVWAG
1235
Sound View Wealth Advisors Group
Georgia
$1.12M -$29.8K -84 -2%
PMSA
1236
Patrick M. Sweeney & Associates
Illinois
$1.12M
PA
1237
Profund Advisors
Maryland
$1.12M -$354K -998 -22%
PWPS
1238
Pinnacle Wealth Planning Services
Ohio
$1.11M +$7.09K +20 +0.6%
BNA
1239
BankChampaign National Association
Illinois
$1.11M +$1.24M +3,485 New
SF
1240
Sun Financial
Utah
$1.11M +$1.23M +3,477 New
RA
1241
RFG Advisory
Alabama
$1.1M +$259K +730 +27%
TP
1242
Thayer Partners
Pennsylvania
$1.1M +$1.23M +3,457 New
CP
1243
Canopy Partners
Ohio
$1.1M +$7.8K +22 +0.6%
IAS
1244
Insigneo Advisory Services
Florida
$1.09M +$273K +769 +29%
GWA
1245
Geometric Wealth Advisors
District of Columbia
$1.09M +$9.21K +26 +0.8%
PP
1246
Patron Partners
Texas
$1.09M +$37.2K +105 +3%
WF
1247
Welch & Forbes
Massachusetts
$1.09M +$18.8K +53 +2%
SI
1248
Seeds Investor
New York
$1.09M +$21.3K +60 +2%
KCM
1249
KRS Capital Management
Michigan
$1.08M
CT
1250
Clearstead Trust
Maine
$1.08M +$1.03M +2,895 +596%