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
LA
1626
Legacy Advisors
Pennsylvania
$496K
WMA
1627
Wealth Management Associates
New Jersey
$495K
FNBTCON
1628
First National Bank & Trust Co of Newtown
Pennsylvania
$495K
APG
1629
Abacus Planning Group
South Carolina
$493K
CWP
1630
Clark Wealth Partners
Illinois
$490K
TLCM
1631
Twin Lakes Capital Management
California
$490K
TA
1632
Townsend & Associates
Colorado
$489K
GWAG
1633
Garrett Wealth Advisory Group
Texas
$486K
SCM
1634
Schnieders Capital Management
California
$485K
PFA
1635
Pure Financial Advisors
California
$484K
FCFC
1636
First Commonwealth Financial Corp
Pennsylvania
$484K
PA
1637
Perennial Advisors
New York
$482K
CWM
1638
Centurion Wealth Management
Virginia
$482K
GTAM
1639
Global Trust Asset Management
Florida
$479K
PL
1640
Parkwood LLC
Ohio
$479K
CA
1641
Calton & Associates
Florida
$479K
AA
1642
Alta Advisers
United Kingdom
$478K
PWW
1643
Pettyjohn Wood & White
Virginia
$477K
BSB
1644
Bangor Savings Bank
Maine
$475K
ET
1645
Equitable Trust
Tennessee
$475K
SFS
1646
Summit Financial Strategies
Ohio
$475K
WCM
1647
Weaver Capital Management
Georgia
$474K
FWP
1648
Forefront Wealth Partners
Texas
$474K
BCL
1649
BDFS Capital LLC
Delaware
$473K
UAML
1650
US Asset Management LLC
Pennsylvania
$471K