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
AL
1676
Aspiriant LLC
California
$452K
BIG
1677
Brookwood Investment Group
Arizona
$451K
BDFN
1678
Bond & Devick Financial Network
Minnesota
$450K
AA
1679
Advisory Alpha
Michigan
$449K
OCM
1680
One Capital Management
California
$448K
RWB
1681
RMR Wealth Builders
New Jersey
$448K
SFS
1682
Sharp Financial Services
Pennsylvania
$448K
FGC
1683
First Growth Capital
Maryland
$447K
PSCM
1684
Per Stirling Capital Management
Texas
$447K
VCM
1685
Virtue Capital Management
Tennessee
$447K
FAG
1686
Fortitude Advisory Group
Washington
$446K
ACM
1687
Andina Capital Management
Utah
$446K
NG
1688
Norden Group
Utah
$446K
MWM
1689
Mindset Wealth Management
Indiana
$446K
TNAM
1690
Terra Nova Asset Management
New York
$446K
AC
1691
Apella Capital
Connecticut
$445K
CA
1692
Crumly & Associates
Illinois
$445K
JFG
1693
Jefferies Financial Group
New York
$443K
KCM
1694
Kathmere Capital Management
Pennsylvania
$443K
AIM
1695
Advyzon Investment Management
Illinois
$443K
CF
1696
Centaurus Financial
California
$440K
MFS
1697
Mirabella Financial Services
United Kingdom
$438K
GCM
1698
Gables Capital Management
Florida
$438K
NS
1699
NBC Securities
Alabama
$437K
RCM
1700
RB Capital Management
Nevada
$436K