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
JIC
1601
Joel Isaacson & Co
New York
$523K
TA
1602
TrueWealth Advisors
Alabama
$522K
EW
1603
Evexia Wealth
Wisconsin
$521K
UB
1604
Umpqua Bank
Oregon
$521K
AFWM
1605
AMJ Financial Wealth Management
Virginia
$521K
LCM
1606
LVM Capital Management
Michigan
$520K
V
1607
ViaWealth
Kansas
$519K
LI
1608
LVZ Inc
Michigan
$517K
PE
1609
PCM Encore
Colorado
$515K
SW
1610
Simplicity Wealth
New Jersey
$513K
QWP
1611
Quotient Wealth Partners
Texas
$513K
WA
1612
WBH Advisory
Maryland
$513K
LI
1613
LRI Investments
Florida
$511K
PFW
1614
Petros Family Wealth
Minnesota
$511K
TCM
1615
Traynor Capital Management
Pennsylvania
$509K
AIM
1616
Alhambra Investment Management
Florida
$508K
BFC
1617
Bedel Financial Consulting
Indiana
$508K
EA
1618
Everpar Advisors
Oklahoma
$507K
COFSG
1619
Carbahal Olsen Financial Services Group
California
$507K
DS
1620
DRW Securities
Illinois
$506K
KCP
1621
Kera Capital Partners
California
$506K
VCP
1622
Verus Capital Partners
Arizona
$505K
NFC
1623
Northstar Financial Companies
Pennsylvania
$503K
MWM
1624
M3 Wealth Management
Ohio
$503K
RA
1625
Rise Advisors
New York
$503K