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
CWM
1301
Castle Wealth Management
Florida
$961K
SFG
1302
SevenBridge Financial Group
Pennsylvania
$960K
HAM
1303
Harmony Asset Management
Arizona
$958K
RFM
1304
Royal Fund Management
Florida
$958K
PWM
1305
Pines Wealth Management
North Carolina
$958K
GA
1306
GSG Advisors
New Jersey
$958K
SACTSONJ
1307
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$956K
GCP
1308
GSA Capital Partners
United Kingdom
$952K
REMPR
1309
Roof Eidam Maycock Peralta (REMP)
California
$952K
CA
1310
Capital Advantage
California
$949K
NB
1311
Northwest Bancshares
Pennsylvania
$946K
GM
1312
GeoWealth Management
Illinois
$946K
GAM
1313
Gemmer Asset Management
California
$945K
HCM
1314
Howard Capital Management
Georgia
$943K
HKIMG
1315
Hutchens & Kramer Investment Management Group
Indiana
$940K
KIM
1316
Kane Investment Management
California
$940K
TF
1317
Tompkins Financial
New York
$938K
BMCM
1318
Bryn Mawr Capital Management
Pennsylvania
$936K
PAM
1319
Panagora Asset Management
Massachusetts
$936K
IA
1320
IFC Advisors
California
$931K
BST
1321
Bath Savings Trust
Maine
$929K
MCP
1322
Miller Capital Partners
Michigan
$928K
VIPI
1323
Vista Investment Partners II
Indiana
$928K
WIA
1324
Wetzel Investment Advisors
Indiana
$928K
AHL
1325
Abel Hall LLC
Louisiana
$926K