2,431 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 291 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
2,431
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
RFW
1426
Rainier Family Wealth
Washington
$720K
ACM
1427
AUA Capital Management
Pennsylvania
$717K
UCB
1428
United Community Bank
South Carolina
$716K
NFA
1429
Northern Financial Advisors
Michigan
$712K
PCS
1430
Personal CFO Solutions
New Jersey
$711K
CWM
1431
Cornerstone Wealth Management
Missouri
$711K
SC
1432
Sapient Capital
Indiana
$710K
PWP
1433
Ponta Wealth Partners
Florida
$708K
SRL
1434
Scientech Research LLC
New Jersey
$707K
VCA
1435
Verdence Capital Advisors
Maryland
$706K
SP
1436
SmartHarvest Portfolios
Washington
$706K
SAW
1437
Signal Advisors Wealth
Michigan
$705K
CGA
1438
Crescent Grove Advisors
Illinois
$704K
CAC
1439
Core Alternative Capital
Georgia
$704K
EW
1440
Enzi Wealth
Texas
$703K
WG
1441
Wealth Group
North Carolina
$702K
HNWAG
1442
High Net Worth Advisory Group
Florida
$701K
PCFFS
1443
Pacific Center for Financial Services
California
$700K
TTWM
1444
TCV Trust & Wealth Management
Virginia
$700K
NWAG
1445
Net Worth Advisory Group
Utah
$699K
DI
1446
Diligent Investors
California
$698K
GFG
1447
Goldstone Financial Group
Illinois
$698K
CIAM
1448
Caitong International Asset Management
Hong Kong
$696K
PM
1449
Phraction Management
Connecticut
$695K
JSW
1450
Journey Strategic Wealth
New Jersey
$694K