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
FWP
1676
Firethorn Wealth Partners
Georgia
$458K
CWM
1677
Connecticut Wealth Management
Connecticut
$457K
DCM
1678
Dudley Capital Management
Virginia
$457K
CG
1679
Cynosure Group
Utah
$456K
PL
1680
Parthenon LLC
Kentucky
$454K
GKFF
1681
George Kaiser Family Foundation
Oklahoma
$454K
PGCM
1682
Prescott Group Capital Management
Oklahoma
$454K
BBA
1683
BLB&B Advisors
Pennsylvania
$452K
AL
1684
Aspiriant LLC
California
$452K
BIG
1685
Brookwood Investment Group
Arizona
$451K
BDFN
1686
Bond & Devick Financial Network
Minnesota
$450K
AA
1687
Advisory Alpha
Michigan
$449K
OCM
1688
One Capital Management
California
$448K
RWB
1689
RMR Wealth Builders
New Jersey
$448K
SFS
1690
Sharp Financial Services
Pennsylvania
$448K
FGC
1691
First Growth Capital
Maryland
$447K
PSCM
1692
Per Stirling Capital Management
Texas
$447K
VCM
1693
Virtue Capital Management
Tennessee
$447K
FAG
1694
Fortitude Advisory Group
Washington
$446K
ACM
1695
Andina Capital Management
Utah
$446K
NG
1696
Norden Group
Utah
$446K
TNAM
1697
Terra Nova Asset Management
New York
$446K
MWM
1698
Mindset Wealth Management
Indiana
$446K
AC
1699
Apella Capital
Connecticut
$445K
CA
1700
Crumly & Associates
Illinois
$445K