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
EWP
1651
Elevation Wealth Partners
California
$471K
VBCG
1652
Valley Brook Capital Group
Pennsylvania
$470K
RIS
1653
Retirement Income Solutions
Michigan
$470K
KIM
1654
Kestra Investment Management
Texas
$469K
FHA
1655
Flagship Harbor Advisors
Massachusetts
$469K
BOH
1656
Bank of Hawaii
Hawaii
$468K
CFG
1657
Copley Financial Group
California
$468K
DDC
1658
DF Dent & Co
Maryland
$467K
FSA
1659
Financial Security Advisor
Virginia
$465K
MHR
1660
Matthew Hamilton Rosenberg
$464K
CFS
1661
Commonwealth Financial Services
West Virginia
$463K
GWP
1662
Gateway Wealth Partners
Wisconsin
$462K
ESC
1663
Eurizon SLJ Capital
$462K
AAS
1664
Ameritas Advisory Services
Nebraska
$461K
AWA
1665
AGH Wealth Advisors
Kansas
$461K
MAMU
1666
Myriad Asset Management US
Florida
$459K
CB
1667
Community Bank
New York
$459K
FWP
1668
Firethorn Wealth Partners
Georgia
$458K
CWM
1669
Connecticut Wealth Management
Connecticut
$457K
DCM
1670
Dudley Capital Management
Virginia
$457K
CG
1671
Cynosure Group
Utah
$456K
PL
1672
Parthenon LLC
Kentucky
$454K
PGCM
1673
Prescott Group Capital Management
Oklahoma
$454K
GKFF
1674
George Kaiser Family Foundation
Oklahoma
$454K
BBA
1675
BLB&B Advisors
Pennsylvania
$452K