2,439 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 298 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
2,439
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
SDWMA
1551
Schneider Downs Wealth Management Advisors
Pennsylvania
$578K
VWA
1552
Visionary Wealth Advisors
Illinois
$575K
KOCAA
1553
Knights of Columbus Asset Advisors
Connecticut
$574K
AW
1554
Alteri Wealth
California
$571K
TWM
1555
Trueblood Wealth Management
Ohio
$569K
RIA
1556
Regal Investment Advisors
Michigan
$568K
LBC
1557
Leigh Baldwin & Co
New York
$568K
QC
1558
Quent Capital
New York
$567K
QLSGSCF
1559
Quent Long Short Global Small Cap Fund
New York
$564K
CFG
1560
Carr Financial Group
Massachusetts
$564K
WT
1561
Washington Trust
Rhode Island
$564K
PCM
1562
Pointe Capital Management
Michigan
$562K
DE
1563
Diversified Enterprises
Delaware
$562K
MAM
1564
McLaughlin Asset Management
Illinois
$562K
SB
1565
Strategic Blueprint
Georgia
$561K
SC
1566
Sepio Capital
Utah
$561K
FMI
1567
Frec Markets Inc
California
$560K
TSW
1568
Three Seasons Wealth
Utah
$560K
CAM
1569
Columbia Asset Management
Michigan
$559K
XWM
1570
Xcel Wealth Management
Florida
$559K
IA
1571
Insight Advisors
Pennsylvania
$558K
Capstone Investment Advisors
1572
Capstone Investment Advisors
New York
$556K
CFO
1573
CVA Family Office
Colorado
$554K
CGL
1574
Clarius Group LLC
Washington
$554K
PAS
1575
PKS Advisory Services
New York
$553K