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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
MCM
1501
Manchester Capital Management
Vermont
$646K +$73.7K +208 +11%
HTIM
1502
Harbour Trust & Investment Management
Indiana
$644K
RWM
1503
Rialto Wealth Management
New York
$644K +$707K +1,996 +7,984%
OWA
1504
Outlook Wealth Advisors
Texas
$642K +$2.48K +7 +0.3%
KWMG
1505
King Wealth Management Group
Florida
$642K +$10.6K +30 +2%
VWM
1506
Venturi Wealth Management
Texas
$641K -$96K -271 -12%
FMWA
1507
Forvis Mazars Wealth Advisors
Missouri
$639K +$32.6K +92 +5%
FBFS
1508
First Business Financial Services
Wisconsin
$639K -$19.8K -56 -3%
EFG
1509
Ethos Financial Group
Pennsylvania
$639K +$188K +530 +36%
FMC
1510
First Merchants Corp
Indiana
$639K
ZIG
1511
Zuckerman Investment Group
Illinois
$637K
SWA
1512
Strategies Wealth Advisors
Michigan
$637K +$44.3K +125 +7%
RRA
1513
Red Reef Advisors
Florida
$635K +$707K +1,994 New
CIA
1514
Cascade Investment Advisors
Oregon
$632K -$1.77K -5 -0.3%
AA
1515
Armis Advisers
Georgia
$630K +$6.73K +19 +1%
WA
1516
WealthTrust Axiom
Pennsylvania
$625K
LAM
1517
L2 Asset Management
Massachusetts
$624K +$42.9K +121 +7%
CPC
1518
Congress Park Capital
New York
$623K +$338K +955 +96%
PCA
1519
Prosperity Capital Advisors
Ohio
$623K -$119K -337 -15%
RB
1520
Rodgers Brothers
Pennsylvania
$622K
RWMG
1521
Redwood Wealth Management Group
New Jersey
$620K -$24.8K -70 -3%
DBIA
1522
Dumont & Blake Investment Advisors
New Jersey
$617K -$8.86K -25 -1%
CFO
1523
Collective Family Office
Pennsylvania
$617K -$36.9K -104 -5%
EWM
1524
Evermay Wealth Management
Virginia
$615K
SCP
1525
Sivia Capital Partners
California
$613K +$238K +671 +54%