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
MHC
1476
May Hill Capital
Massachusetts
$658K
IA
1477
IAM Advisory
Pennsylvania
$655K
ACP
1478
Aviance Capital Partners
Florida
$655K
SPWG
1479
Sage Private Wealth Group
Illinois
$655K
KC
1480
Kepler Cheuvreux
$654K
RFA
1481
Register Financial Advisors
Georgia
$654K
BFA
1482
Beacon Financial Advisory
Ohio
$652K
AU
1483
Algebris (UK)
United Kingdom
$650K
CAM
1484
Chesapeake Asset Management
New York
$649K
APP
1485
Avantax Planning Partners
Iowa
$648K
AWM
1486
Aries Wealth Management
Maine
$648K
AHB
1487
Abner Herrman & Brock
New Jersey
$648K
NDBT
1488
North Dallas Bank & Trust
Texas
$647K
MCM
1489
Manchester Capital Management
Vermont
$646K
HTIM
1490
Harbour Trust & Investment Management
Indiana
$644K
RWM
1491
Rialto Wealth Management
New York
$644K
OWA
1492
Outlook Wealth Advisors
Texas
$642K
KWMG
1493
King Wealth Management Group
Florida
$642K
VWM
1494
Venturi Wealth Management
Texas
$641K
FMWA
1495
Forvis Mazars Wealth Advisors
Missouri
$639K
FBFS
1496
First Business Financial Services
Wisconsin
$639K
EFG
1497
Ethos Financial Group
Pennsylvania
$639K
FMC
1498
First Merchants Corp
Indiana
$639K
ZIG
1499
Zuckerman Investment Group
Illinois
$637K
SWA
1500
Strategies Wealth Advisors
Michigan
$637K