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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
SAM
1401
Sompo Asset Management
Japan
$799K -$81.5K -230 -8%
PWMG
1402
Prestige Wealth Management Group
New Jersey
$797K +$33.7K +95 +4%
TCM
1403
Thoma Capital Management
Maryland
$789K -$31.2K -88 -3%
PWA
1404
Pitcairn Wealth Advisors
Pennsylvania
$789K +$877K +2,476 New
MCA
1405
MSH Capital Advisors
Arizona
$787K +$23.4K +66 +3%
GSWM
1406
Golden State Wealth Management
California
$785K +$8.15K +23 +0.9%
TWM
1407
Tradition Wealth Management
Minnesota
$783K -$101K -284 -10%
LI
1408
Lafayette Investments
Maryland
$782K
BCA
1409
Bay Colony Advisors
Massachusetts
$778K -$61.7K -174 -7%
Group One Trading
1410
Group One Trading
Illinois
$775K +$863K +2,434 New
CT
1411
Chicago Trust
Illinois
$769K -$51.4K -145 -6%
WIA
1412
Westbourne Investment Advisors
Maryland
$767K +$97.5K +275 +13%
EWM
1413
Elmwood Wealth Management
California
$766K +$3.19K +9 +0.4%
HC
1414
Hourglass Capital
Texas
$764K
WPA
1415
West Paces Advisors
Georgia
$764K -$24.8K -70 -3%
FF
1416
Formulate Financial
Florida
$761K +$29.8K +84 +4%
TWA
1417
Tandem Wealth Advisors
Arizona
$757K +$167K +470 +25%
RIA
1418
Realta Investment Advisors
Delaware
$756K +$172K +486 +26%
JWA
1419
JFS Wealth Advisors
Pennsylvania
$753K +$14.2K +40 +2%
KP
1420
Keel Point
Alabama
$750K +$44.3K +125 +6%
SWA
1421
Sax Wealth Advisors
New Jersey
$749K -$36.1K -102 -4%
AAM
1422
Aureus Asset Management
Massachusetts
$749K +$22.3K +63 +3%
PWS
1423
Pursuit Wealth Strategies
North Carolina
$746K +$830K +2,343 New
MM
1424
MQS Management
New York
$746K +$311K +877 +60%
CPA
1425
Capital Performance Advisors
California
$746K +$507K +1,430 +157%