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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
HNWAG
1451
High Net Worth Advisory Group
Florida
$701K
PCFFS
1452
Pacific Center for Financial Services
California
$700K
TTWM
1453
TCV Trust & Wealth Management
Virginia
$700K +$12.4K +35 +2%
NWAG
1454
Net Worth Advisory Group
Utah
$699K +$25.5K +72 +3%
DI
1455
Diligent Investors
California
$698K -$319K -900 -29%
GFG
1456
Goldstone Financial Group
Illinois
$698K +$55.6K +157 +8%
CIAM
1457
Caitong International Asset Management
Hong Kong
$696K +$774K +2,185 New
PM
1458
Phraction Management
Connecticut
$695K +$774K +2,183 New
JSW
1459
Journey Strategic Wealth
New Jersey
$694K -$120K -340 -13%
RCA
1460
Resonant Capital Advisors
Wisconsin
$693K -$34K -96 -4%
FFN
1461
Focus Financial Network
Minnesota
$691K +$72.3K +204 +10%
BWL
1462
Bogart Wealth LLC
Virginia
$687K -$134K -378 -15%
PL
1463
Perpetual Ltd
Australia
$686K -$437K -1,232 -36%
CP
1464
Covenant Partners
Tennessee
$686K
ACGA
1465
Atlanta Consulting Group Advisors
Georgia
$686K -$116K -327 -13%
7WCP
1466
71 West Capital Partners
Massachusetts
$685K +$762K +2,151 New
FFG
1467
Fiduciary Financial Group
California
$684K +$21.3K +60 +3%
BMCM
1468
Burns Matteson Capital Management
New York
$679K -$29.8K -84 -4%
Acadian Asset Management
1469
Acadian Asset Management
Massachusetts
$678K -$38.2M -107,845 -98%
CP
1470
CenterBook Partners
Connecticut
$677K +$753K +2,125 New
CI
1471
Conning Inc
Connecticut
$677K -$6.38K -18 -0.8%
SPF
1472
South Plains Financial
Texas
$675K +$81.2K +229 +12%
FSA
1473
Fort Sheridan Advisors
Illinois
$673K +$14.2K +40 +2%
CBB
1474
Citizens Business Bank
California
$673K -$1.77K -5 -0.2%
SPW
1475
Signet Private Wealth
Illinois
$673K +$748K +2,112 New