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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
CWA
1426
Crux Wealth Advisors
California
$741K -$66.3K -187 -7%
SWP
1427
Strategic Wealth Partners
Ohio
$741K -$8.15M -22,991 -91%
MTC
1428
Matrix Trust Company
Colorado
$741K -$904K -2,552 -52%
OF
1429
Outfitter Financial
Maine
$736K +$82.2K +232 +11%
NGA
1430
Naples Global Advisors
Florida
$733K
TA
1431
TCM Advisors
West Virginia
$729K
BWM
1432
BCS Wealth Management
Tennessee
$726K +$411K +1,160 +104%
WI
1433
Wedgewood Investors
Pennsylvania
$726K
CCIA
1434
Cherry Creek Investment Advisors
Colorado
$722K +$803K +2,266 New
RFW
1435
Rainier Family Wealth
Washington
$720K +$84.3K +238 +12%
ACM
1436
AUA Capital Management
Pennsylvania
$717K
UCB
1437
United Community Bank
South Carolina
$716K +$354 +1 +0%
NFA
1438
Northern Financial Advisors
Michigan
$712K -$457K -1,290 -37%
PCS
1439
Personal CFO Solutions
New Jersey
$711K +$25.9K +73 +3%
CWM
1440
Cornerstone Wealth Management
Missouri
$711K +$14.5K +41 +2%
SC
1441
Sapient Capital
Indiana
$710K +$517K +1,460 +194%
PWP
1442
Ponta Wealth Partners
Florida
$708K +$787K +2,222 New
SRL
1443
Scientech Research LLC
New Jersey
$707K +$787K +2,220 New
VCA
1444
Verdence Capital Advisors
Maryland
$706K +$31.9K +90 +4%
SP
1445
SmartHarvest Portfolios
Washington
$706K +$785K +2,215 New
SAW
1446
Signal Advisors Wealth
Michigan
$705K +$83.3K +235 +12%
CGA
1447
Crescent Grove Advisors
Illinois
$704K -$79K -223 -9%
CAC
1448
Core Alternative Capital
Georgia
$704K +$7.44K +21 +1%
EW
1449
Enzi Wealth
Texas
$703K
WG
1450
Wealth Group
North Carolina
$702K +$781K +2,203 New