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
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
CIA
1505
Cascade Investment Advisors
Oregon
$632K
AA
1506
Armis Advisers
Georgia
$630K
WA
1507
WealthTrust Axiom
Pennsylvania
$625K
LAM
1508
L2 Asset Management
Massachusetts
$624K
CPC
1509
Congress Park Capital
New York
$623K
PCA
1510
Prosperity Capital Advisors
Ohio
$623K
RB
1511
Rodgers Brothers
Pennsylvania
$622K
RWMG
1512
Redwood Wealth Management Group
New Jersey
$620K
DBIA
1513
Dumont & Blake Investment Advisors
New Jersey
$617K
CFO
1514
Collective Family Office
Pennsylvania
$617K
EWM
1515
Evermay Wealth Management
Virginia
$615K
SCP
1516
Sivia Capital Partners
California
$613K
MWS
1517
MFA Wealth Services
California
$613K
MCM
1518
Monument Capital Management
Virginia
$612K
RDWM
1519
Red Door Wealth Management
Tennessee
$611K
LIA
1520
LBMC Investment Advisors
Tennessee
$609K
1M
1521
1248 Management
Missouri
$608K
MFC
1522
Mechanics Financial Corp
Ohio
$607K
VCM
1523
Versant Capital Management
Arizona
$607K
TPW
1524
Transatlantique Private Wealth
New York
$606K
OGC
1525
Oak Grove Capital
New Hampshire
$605K