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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
1476
CogentBlue Wealth Advisors
Tennessee
$671K -$5.67K -16 -0.8%
ST
1477
Spinnaker Trust
Maine
$670K +$89.3K +252 +14%
MBC
1478
Michael Brady & Co
Ohio
$669K +$745K +2,102 New
CAL
1479
Capital Advisors Ltd
Ohio
$668K
HDIM
1480
Hanson & Doremus Investment Management
Vermont
$667K -$19.8K -56 -3%
SCM
1481
Stevens Capital Management
Pennsylvania
$664K +$739K +2,086 New
TWM
1482
TCFG Wealth Management
California
$663K
EHC
1483
Everett Harris & Co
California
$662K +$152K +428 +26%
GIA
1484
Gladstone Institutional Advisory
Florida
$662K +$354 +1 +0%
AWM
1485
Accurate Wealth Management
Florida
$661K -$26.6K -75 -4%
WPW
1486
Waldron Private Wealth
Pennsylvania
$659K -$105K -297 -13%
SOW
1487
State of Wyoming
Wyoming
$659K +$542K +1,529 +283%
SFS
1488
Sowell Financial Services
Arkansas
$659K +$184K +519 +34%
IA
1489
IAM Advisory
Pennsylvania
$655K +$35.1K +99 +5%
ACP
1490
Aviance Capital Partners
Florida
$655K
SPWG
1491
Sage Private Wealth Group
Illinois
$655K
KC
1492
Kepler Cheuvreux
$654K +$728K +2,054 New
RFA
1493
Register Financial Advisors
Georgia
$654K +$354 +1 +0%
BFA
1494
Beacon Financial Advisory
Ohio
$652K -$210K -592 -22%
AU
1495
Algebris (UK)
United Kingdom
$650K +$723K +2,039 New
CAM
1496
Chesapeake Asset Management
New York
$649K +$3.54K +10 +0.5%
APP
1497
Avantax Planning Partners
Iowa
$648K -$1.42K -4 -0.2%
AWM
1498
Aries Wealth Management
Maine
$648K +$3.54K +10 +0.5%
AHB
1499
Abner Herrman & Brock
New Jersey
$648K
NDBT
1500
North Dallas Bank & Trust
Texas
$647K +$720K +2,032 New