2,434 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 294 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
2,434
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
EFG
1501
Ethos Financial Group
Pennsylvania
$639K
FMC
1502
First Merchants Corp
Indiana
$639K
ZIG
1503
Zuckerman Investment Group
Illinois
$637K
SWA
1504
Strategies Wealth Advisors
Michigan
$637K
RRAL
1505
RED REEF ADVISORS LLC
Florida
$635K
CIA
1506
Cascade Investment Advisors
Oregon
$632K
AA
1507
Armis Advisers
Georgia
$630K
WA
1508
WealthTrust Axiom
Pennsylvania
$625K
LAM
1509
L2 Asset Management
Massachusetts
$624K
CPC
1510
Congress Park Capital
New York
$623K
PCA
1511
Prosperity Capital Advisors
Ohio
$623K
RB
1512
Rodgers Brothers
Pennsylvania
$622K
RWMG
1513
Redwood Wealth Management Group
New Jersey
$620K
DBIA
1514
Dumont & Blake Investment Advisors
New Jersey
$617K
CFO
1515
Collective Family Office
Pennsylvania
$617K
EWM
1516
Evermay Wealth Management
Virginia
$615K
SCP
1517
Sivia Capital Partners
California
$613K
MWS
1518
MFA Wealth Services
California
$613K
MCM
1519
Monument Capital Management
Virginia
$612K
RDWM
1520
Red Door Wealth Management
Tennessee
$611K
LIA
1521
LBMC Investment Advisors
Tennessee
$609K
1M
1522
1248 Management
Missouri
$608K
MFC
1523
Mechanics Financial Corp
Ohio
$607K
VCM
1524
Versant Capital Management
Arizona
$607K
TPW
1525
Transatlantique Private Wealth
New York
$606K