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
PCS
1426
Personal CFO Solutions
New Jersey
$711K
CWM
1427
Cornerstone Wealth Management
Missouri
$711K
SC
1428
Sapient Capital
Indiana
$710K
PWP
1429
Ponta Wealth Partners
Florida
$708K
SRL
1430
Scientech Research LLC
New Jersey
$707K
VCA
1431
Verdence Capital Advisors
Maryland
$706K
SP
1432
SmartHarvest Portfolios
Washington
$706K
SAW
1433
Signal Advisors Wealth
Michigan
$705K
CGA
1434
Crescent Grove Advisors
Illinois
$704K
CAC
1435
Core Alternative Capital
Georgia
$704K
EW
1436
Enzi Wealth
Texas
$703K
WG
1437
Wealth Group
North Carolina
$702K
HNWAG
1438
High Net Worth Advisory Group
Florida
$701K
PCFFS
1439
Pacific Center for Financial Services
California
$700K
TTWM
1440
TCV Trust & Wealth Management
Virginia
$700K
NWAG
1441
Net Worth Advisory Group
Utah
$699K
DI
1442
Diligent Investors
California
$698K
GFG
1443
Goldstone Financial Group
Illinois
$698K
CIAM
1444
Caitong International Asset Management
Hong Kong
$696K
PM
1445
Phraction Management
Connecticut
$695K
JSW
1446
Journey Strategic Wealth
New Jersey
$694K
RCA
1447
Resonant Capital Advisors
Wisconsin
$693K
FFN
1448
Focus Financial Network
Minnesota
$691K
BWL
1449
Bogart Wealth LLC
Virginia
$687K
PL
1450
Perpetual Ltd
Australia
$686K