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
AWM
1476
Accurate Wealth Management
Florida
$661K
WPW
1477
Waldron Private Wealth
Pennsylvania
$659K
SOW
1478
State of Wyoming
Wyoming
$659K
SFS
1479
Sowell Financial Services
Arkansas
$659K
MHC
1480
May Hill Capital
Massachusetts
$658K
IA
1481
IAM Advisory
Pennsylvania
$655K
ACP
1482
Aviance Capital Partners
Florida
$655K
SPWG
1483
Sage Private Wealth Group
Illinois
$655K
KC
1484
Kepler Cheuvreux
$654K
RFA
1485
Register Financial Advisors
Georgia
$654K
BFA
1486
Beacon Financial Advisory
Ohio
$652K
AU
1487
Algebris (UK)
United Kingdom
$650K
CAM
1488
Chesapeake Asset Management
New York
$649K
APP
1489
Avantax Planning Partners
Iowa
$648K
AWM
1490
Aries Wealth Management
Maine
$648K
AHB
1491
Abner Herrman & Brock
New Jersey
$648K
NDBT
1492
North Dallas Bank & Trust
Texas
$647K
MCM
1493
Manchester Capital Management
Vermont
$646K
HTIM
1494
Harbour Trust & Investment Management
Indiana
$644K
RWM
1495
Rialto Wealth Management
New York
$644K
OWA
1496
Outlook Wealth Advisors
Texas
$642K
KWMG
1497
King Wealth Management Group
Florida
$642K
VWM
1498
Venturi Wealth Management
Texas
$641K
FMWA
1499
Forvis Mazars Wealth Advisors
Missouri
$639K
FBFS
1500
First Business Financial Services
Wisconsin
$639K