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
CIA
1501
Cascade Investment Advisors
Oregon
$632K
WA
1502
WealthTrust Axiom
Pennsylvania
$625K
LAM
1503
L2 Asset Management
Massachusetts
$624K
CPC
1504
Congress Park Capital
New York
$623K
PCA
1505
Prosperity Capital Advisors
Ohio
$623K
RB
1506
Rodgers Brothers
Pennsylvania
$622K
RWMG
1507
Redwood Wealth Management Group
New Jersey
$620K
DBIA
1508
Dumont & Blake Investment Advisors
New Jersey
$617K
CFO
1509
Collective Family Office
Pennsylvania
$617K
EWM
1510
Evermay Wealth Management
Virginia
$615K
SCP
1511
Sivia Capital Partners
California
$613K
MWS
1512
MFA Wealth Services
California
$613K
MCM
1513
Monument Capital Management
Virginia
$612K
RDWM
1514
Red Door Wealth Management
Tennessee
$611K
LIA
1515
LBMC Investment Advisors
Tennessee
$609K
1M
1516
1248 Management
Missouri
$608K
MFC
1517
Mechanics Financial Corp
Ohio
$607K
VCM
1518
Versant Capital Management
Arizona
$607K
TPW
1519
Transatlantique Private Wealth
New York
$606K
OGC
1520
Oak Grove Capital
New Hampshire
$605K
CCA
1521
Childress Capital Advisors
Texas
$604K
CRI
1522
Colonial River Investments
Virginia
$603K
SA
1523
Sonoma Allocations
California
$602K
BWP
1524
Balboa Wealth Partners
Arizona
$602K
TIA
1525
Traphagen Investment Advisors
New Jersey
$602K