2,439 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 298 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
2,439
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
CCIA
1426
Cherry Creek Investment Advisors
Colorado
$722K
RFW
1427
Rainier Family Wealth
Washington
$720K
ACM
1428
AUA Capital Management
Pennsylvania
$717K
UCB
1429
United Community Bank
South Carolina
$716K
NFA
1430
Northern Financial Advisors
Michigan
$712K
PCS
1431
Personal CFO Solutions
New Jersey
$711K
CWM
1432
Cornerstone Wealth Management
Missouri
$711K
SC
1433
Sapient Capital
Indiana
$710K
PWP
1434
Ponta Wealth Partners
Florida
$708K
SRL
1435
Scientech Research LLC
New Jersey
$707K
VCA
1436
Verdence Capital Advisors
Maryland
$706K
SP
1437
SmartHarvest Portfolios
Washington
$706K
SAW
1438
Signal Advisors Wealth
Michigan
$705K
CGA
1439
Crescent Grove Advisors
Illinois
$704K
CAC
1440
Core Alternative Capital
Georgia
$704K
EW
1441
Enzi Wealth
Texas
$703K
WG
1442
Wealth Group
North Carolina
$702K
HNWAG
1443
High Net Worth Advisory Group
Florida
$701K
PCFFS
1444
Pacific Center for Financial Services
California
$700K
TTWM
1445
TCV Trust & Wealth Management
Virginia
$700K
NWAG
1446
Net Worth Advisory Group
Utah
$699K
DI
1447
Diligent Investors
California
$698K
GFG
1448
Goldstone Financial Group
Illinois
$698K
CIAM
1449
Caitong International Asset Management
Hong Kong
$696K
PM
1450
Phraction Management
Connecticut
$695K