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
PWW
1651
Pettyjohn Wood & White
Virginia
$477K
BSB
1652
Bangor Savings Bank
Maine
$475K
ET
1653
Equitable Trust
Tennessee
$475K
SFS
1654
Summit Financial Strategies
Ohio
$475K
WCM
1655
Weaver Capital Management
Georgia
$474K
FWP
1656
Forefront Wealth Partners
Texas
$474K
BC
1657
BDFS Capital
Delaware
$473K
UAML
1658
US Asset Management LLC
Pennsylvania
$471K
EWP
1659
Elevation Wealth Partners
California
$471K
VBCG
1660
Valley Brook Capital Group
Pennsylvania
$470K
RIS
1661
Retirement Income Solutions
Michigan
$470K
KIM
1662
Kestra Investment Management
Texas
$469K
FHA
1663
Flagship Harbor Advisors
Massachusetts
$469K
BOH
1664
Bank of Hawaii
Hawaii
$468K
CFG
1665
Copley Financial Group
California
$468K
DDC
1666
DF Dent & Co
Maryland
$467K
FSA
1667
Financial Security Advisor
Virginia
$465K
MHR
1668
Matthew Hamilton Rosenberg
$464K
CFS
1669
Commonwealth Financial Services
West Virginia
$463K
GWP
1670
Gateway Wealth Partners
Wisconsin
$462K
ESC
1671
Eurizon SLJ Capital
$462K
AAS
1672
Ameritas Advisory Services
Nebraska
$461K
AWA
1673
AGH Wealth Advisors
Kansas
$461K
MAMU
1674
Myriad Asset Management US
Florida
$459K
CB
1675
Community Bank
New York
$459K