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
PW
1326
PUREfi Wealth
Massachusetts
$925K
Jennison Associates
1327
Jennison Associates
New York
$924K
MG
1328
Marex Group
$923K
PIM
1329
Penobscot Investment Management
Massachusetts
$922K
V
1330
VeraBank
Texas
$922K
GSEP
1331
Golden State Equity Partners
California
$921K
DP
1332
Dearborn Partners
Illinois
$915K
CCA
1333
Catalyst Capital Advisors
New York
$915K
IAIM
1334
International Assets Investment Management
Florida
$908K
FWTB
1335
First Western Trust Bank
Colorado
$907K
PW
1336
Paladin Wealth
Minnesota
$907K
I
1337
InceptionR
California
$906K
MWM
1338
MorganRosel Wealth Management
Colorado
$905K
HIP
1339
HUB Investment Partners
Texas
$902K
GSB
1340
Greenfield Savings Bank
Massachusetts
$901K
CBT
1341
CoreFirst Bank & Trust
Kansas
$897K
IA
1342
IFG Advisory
Georgia
$897K
EIG
1343
Ellenbecker Investment Group
Wisconsin
$895K
GD
1344
Grandfield & Dodd
New York
$894K
1IA
1345
1620 Investment Advisors
Massachusetts
$892K
IFU
1346
iSAM Funds (UK)
United Kingdom
$892K
RAM
1347
Redmond Asset Management
Virginia
$885K
TW
1348
Tempo Wealth
Ohio
$885K
FPL
1349
Fortress Private Ledger
North Carolina
$875K
FHC
1350
First Horizon Corporation
Tennessee
$875K