2,431 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 291 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
2,431
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
ET
1651
Equitable Trust
Tennessee
$475K
SFS
1652
Summit Financial Strategies
Ohio
$475K
WCM
1653
Weaver Capital Management
Georgia
$474K
FWP
1654
Forefront Wealth Partners
Texas
$474K
BC
1655
BDFS Capital
Delaware
$473K
UAML
1656
US Asset Management LLC
Pennsylvania
$471K
EWP
1657
Elevation Wealth Partners
California
$471K
VBCG
1658
Valley Brook Capital Group
Pennsylvania
$470K
RIS
1659
Retirement Income Solutions
Michigan
$470K
KIM
1660
Kestra Investment Management
Texas
$469K
FHA
1661
Flagship Harbor Advisors
Massachusetts
$469K
BOH
1662
Bank of Hawaii
Hawaii
$468K
CFG
1663
Copley Financial Group
California
$468K
DDC
1664
DF Dent & Co
Maryland
$467K
FSA
1665
Financial Security Advisor
Virginia
$465K
MHR
1666
Matthew Hamilton Rosenberg
$464K
CFS
1667
Commonwealth Financial Services
West Virginia
$463K
GWP
1668
Gateway Wealth Partners
Wisconsin
$462K
ESC
1669
Eurizon SLJ Capital
$462K
AAS
1670
Ameritas Advisory Services
Nebraska
$461K
AWA
1671
AGH Wealth Advisors
Kansas
$461K
MAMU
1672
Myriad Asset Management US
Florida
$459K
CB
1673
Community Bank
New York
$459K
FWP
1674
Firethorn Wealth Partners
Georgia
$458K
CWM
1675
Connecticut Wealth Management
Connecticut
$457K