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
NSAM
1576
North Star Asset Management
Wisconsin
$540K
IP
1577
Isthmus Partners
Wisconsin
$540K
FDW
1578
Fourth Dimension Wealth
Ohio
$539K
JSA
1579
Jacobson & Schmitt Advisors
Wisconsin
$538K
MCM
1580
Marathon Capital Management
Maryland
$538K
WIC
1581
Woodmont Investment Counsel
Tennessee
$537K
TCBWMS
1582
Texas Capital Bank Wealth Management Services
Texas
$536K
ANB
1583
Amarillo National Bank
Texas
$535K
MAWA
1584
Moss Adams Wealth Advisors
Washington
$534K
WCG
1585
Weaver Consulting Group
California
$533K
SDIC
1586
South Dakota Investment Council
South Dakota
$533K
PWP
1587
Phillips Wealth Planners
Mississippi
$530K
EW
1588
Evoke Wealth
California
$529K
AFP
1589
Ausdal Financial Partners
Iowa
$528K
NP
1590
NorthRock Partners
Minnesota
$527K
DP
1591
DDD Partners
Washington
$526K
RPWA
1592
Regent Peak Wealth Advisors
Georgia
$525K
QCIG
1593
Quad-Cities Investment Group
Iowa
$524K
JIC
1594
Joel Isaacson & Co
New York
$523K
TA
1595
TrueWealth Advisors
Alabama
$522K
EW
1596
Evexia Wealth
Wisconsin
$521K
UB
1597
Umpqua Bank
Oregon
$521K
AFWM
1598
AMJ Financial Wealth Management
Virginia
$521K
LCM
1599
LVM Capital Management
Michigan
$520K
V
1600
ViaWealth
Kansas
$519K