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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
RT
1376
Rockland Trust
Massachusetts
$833K -$35.4K -100 -4%
SFWC
1377
Strategic Family Wealth Counselors
New Jersey
$833K +$874K +2,467 New
CPSC
1378
Carl P. Sherr & Co
Massachusetts
$832K -$121K -342 -13%
DWA
1379
Douglass Winthrop Advisors
New York
$832K +$11K +31 +1%
Financial Engines Advisors
1380
Financial Engines Advisors
California
$830K +$6.38K +18 +0.7%
GAG
1381
GM Advisory Group
New York
$826K +$3.9K +11 +0.4%
ACIM
1382
Azimuth Capital Investment Management
Michigan
$825K
MIA
1383
MeadowBrook Investment Advisors
Michigan
$821K +$73.4K +207 +9%
AC
1384
Avestar Capital
New York
$820K -$256K -723 -22%
LCGC
1385
Legacy Capital Group California
California
$818K -$2.13K -6 -0.2%
YP
1386
YANKCOM Partnership
South Dakota
$816K +$25.9K +73 +3%
AWM
1387
Aprio Wealth Management
Georgia
$815K +$532K +1,502 +142%
CP
1388
Clarendon Private
Massachusetts
$814K -$17.4K -49 -2%
AFCM
1389
Applied Finance Capital Management
Puerto Rico
$813K -$28K -79 -3%
CFD
1390
Creative Financial Designs
Indiana
$813K +$49.3K +139 +6%
CM
1391
Cercano Management
Washington
$812K
PAMG
1392
Patton Albertson Miller Group
Tennessee
$812K -$22K -62 -2%
LWA
1393
Lineweaver Wealth Advisors
Ohio
$811K +$33.7K +95 +4%
TTIC
1394
Tower Trust & Investment Company
Iowa
$811K +$13.5K +38 +2%
LW
1395
Linscomb Wealth
Texas
$810K +$7.44K +21 +0.8%
ACM
1396
Aster Capital Management
United Arab Emirates
$809K +$73.4K +207 +9%
SCM
1397
Sunbeam Capital Management
Georgia
$804K +$4.61K +13 +0.5%
PVI
1398
Pine Valley Investments
New Jersey
$804K +$2.13K +6 +0.2%
JIP
1399
Jaffetilchin Investment Partners
Florida
$804K +$455K +1,285 +104%
WDL
1400
Well Done LLC
Michigan
$800K -$709 -2 -0.1%