2,423 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 922 increasing their positions, 886 reducing their positions, and 180 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: 922 | Existing positions reduced: 886

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
2,423
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
WIA
1401
Westbourne Investment Advisors
Maryland
$767K
EWM
1402
Elmwood Wealth Management
California
$766K
HC
1403
Hourglass Capital
Texas
$764K
WPA
1404
West Paces Advisors
Georgia
$764K
FF
1405
Formulate Financial
Florida
$761K
TWA
1406
Tandem Wealth Advisors
Arizona
$757K
RIA
1407
Realta Investment Advisors
Delaware
$756K
JWA
1408
JFS Wealth Advisors
Pennsylvania
$753K
KP
1409
Keel Point
Alabama
$750K
SWA
1410
Sax Wealth Advisors
New Jersey
$749K
AAM
1411
Aureus Asset Management
Massachusetts
$749K
MM
1412
MQS Management
New York
$746K
CPA
1413
Capital Performance Advisors
California
$746K
CWA
1414
Crux Wealth Advisors
California
$741K
MTC
1415
Matrix Trust Company
Colorado
$741K
OF
1416
Outfitter Financial
Maine
$736K
NGA
1417
Naples Global Advisors
Florida
$733K
TA
1418
TCM Advisors
West Virginia
$729K
BWM
1419
BCS Wealth Management
Tennessee
$726K
WI
1420
Wedgewood Investors
Pennsylvania
$726K
CCIA
1421
Cherry Creek Investment Advisors
Colorado
$722K
RFW
1422
Rainier Family Wealth
Washington
$720K
ACM
1423
AUA Capital Management
Pennsylvania
$717K
UCB
1424
United Community Bank
South Carolina
$716K
NFA
1425
Northern Financial Advisors
Michigan
$712K