2,434 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 294 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
2,434
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
CWM
1676
Connecticut Wealth Management
Connecticut
$457K
DCM
1677
Dudley Capital Management
Virginia
$457K
CG
1678
Cynosure Group
Utah
$456K
GKFF
1679
George Kaiser Family Foundation
Oklahoma
$454K
PL
1680
Parthenon LLC
Kentucky
$454K
PGCM
1681
Prescott Group Capital Management
Oklahoma
$454K
BBA
1682
BLB&B Advisors
Pennsylvania
$452K
AL
1683
Aspiriant LLC
California
$452K
BIG
1684
Brookwood Investment Group
Arizona
$451K
BDFN
1685
Bond & Devick Financial Network
Minnesota
$450K
AA
1686
Advisory Alpha
Michigan
$449K
OCM
1687
One Capital Management
California
$448K
RWB
1688
RMR Wealth Builders
New Jersey
$448K
SFS
1689
Sharp Financial Services
Pennsylvania
$448K
FGC
1690
First Growth Capital
Maryland
$447K
PSCM
1691
Per Stirling Capital Management
Texas
$447K
VCM
1692
Virtue Capital Management
Tennessee
$447K
FAG
1693
Fortitude Advisory Group
Washington
$446K
ACM
1694
Andina Capital Management
Utah
$446K
NG
1695
Norden Group
Utah
$446K
TNAM
1696
Terra Nova Asset Management
New York
$446K
MWM
1697
Mindset Wealth Management
Indiana
$446K
AC
1698
Apella Capital
Connecticut
$445K
CA
1699
Crumly & Associates
Illinois
$445K
JFG
1700
Jefferies Financial Group
New York
$443K