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
WA
1701
Wealth Architects
California
$436K
AFS
1702
Anderson Financial Strategies
Ohio
$436K
AWA
1703
Arbor Wealth Advisors
Michigan
$435K
AWAG
1704
ARS Wealth Advisors Group
Florida
$434K
LWL
1705
Leo Wealth LLC
Texas
$434K
DIM
1706
DLK Investment Management
California
$431K
VCAM
1707
Van Cleef Asset Management
Ohio
$430K
TC
1708
TFR Capital
Texas
$429K
FTUS
1709
Flow Traders U.S.
New York
$429K
BFM
1710
Boothbay Fund Management
New York
$427K
PK
1711
Pflug Koory
Nebraska
$427K
BOJHT
1712
Bank of Jackson Hole Trust
Wyoming
$426K
SHFA
1713
SS&H Financial Advisors
Michigan
$426K
IGAM
1714
iA Global Asset Management
Quebec, Canada
$426K
CT
1715
Caldwell Trust
Florida
$425K
EPM
1716
Elm Partners Management
Pennsylvania
$425K
SNB
1717
Security National Bank
Nebraska
$424K
BFA
1718
Beaumont Financial Advisors
Massachusetts
$423K
ANTB
1719
AMG National Trust Bank
Colorado
$422K
TCM
1720
Tufton Capital Management
Maryland
$422K
CAWM
1721
Capital Advisors Wealth Management
Washington
$422K
DWM
1722
Drive Wealth Management
Utah
$420K
IP
1723
Investment Partners
Ohio
$419K
BMC
1724
Beaton Management Company
Massachusetts
$417K
KWM
1725
Kassira Wealth Management
Tennessee
$416K