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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
WHCI
1301
W.H. Cornerstone Investments
Massachusetts
$972K -$76.2K -215 -7%
MA
1302
MONECO Advisors
Connecticut
$971K +$328K +926 +44%
MMPW
1303
Mitchell McLeod Pugh & Williams
Alabama
$967K +$385K +1,087 +73%
KSWWM
1304
Keyes Stange & Wooten Wealth Management
Florida
$966K -$51.7K -146 -5%
CA
1305
Carson Advisory
Georgia
$965K -$1.42K -4 -0.1%
MIC
1306
Means Investment Company
Maine
$963K +$1.06K +3 +0.1%
ZIM
1307
Zacks Investment Management
Illinois
$961K +$7.44K +21 +0.7%
CWM
1308
Castle Wealth Management
Florida
$961K -$39.7K -112 -4%
SFG
1309
SevenBridge Financial Group
Pennsylvania
$960K -$215K -607 -17%
HAM
1310
Harmony Asset Management
Arizona
$958K +$35.1K +99 +3%
RFM
1311
Royal Fund Management
Florida
$958K +$57.4K +162 +6%
PWM
1312
Pines Wealth Management
North Carolina
$958K -$156K -439 -13%
GA
1313
GSG Advisors
New Jersey
$958K
SACTSONJ
1314
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$956K
GCP
1315
GSA Capital Partners
United Kingdom
$952K +$853K +2,406 +413%
REMPR
1316
Roof Eidam Maycock Peralta (REMP)
California
$952K -$36.1K -102 -3%
CA
1317
Capital Advantage
California
$949K -$7.44K -21 -0.7%
NB
1318
Northwest Bancshares
Pennsylvania
$946K -$549K -1,550 -34%
GM
1319
GeoWealth Management
Illinois
$946K -$14.9K -42 -1%
GAM
1320
Gemmer Asset Management
California
$945K -$2.83K -8 -0.3%
HCM
1321
Howard Capital Management
Georgia
$943K +$5.32K +15 +0.5%
HKIMG
1322
Hutchens & Kramer Investment Management Group
Indiana
$940K +$34.7K +98 +3%
KIM
1323
Kane Investment Management
California
$940K -$40K -113 -4%
TF
1324
Tompkins Financial
New York
$938K -$30.8K -87 -3%
BMCM
1325
Bryn Mawr Capital Management
Pennsylvania
$936K +$13.1K +37 +1%