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
BFA
1726
Beaumont Financial Advisors
Massachusetts
$423K
ANTB
1727
AMG National Trust Bank
Colorado
$422K
TCM
1728
Tufton Capital Management
Maryland
$422K
CAWM
1729
Capital Advisors Wealth Management
Washington
$422K
PF
1730
Prota Financial
Texas
$421K
DWM
1731
Drive Wealth Management
Utah
$420K
IP
1732
Investment Partners
Ohio
$419K
BMC
1733
Beaton Management Company
Massachusetts
$417K
KWM
1734
Kassira Wealth Management
Tennessee
$416K
AFP
1735
Alpha Financial Partners
Kentucky
$416K
MIC
1736
Meridian Investment Counsel
California
$414K
MCM
1737
McRae Capital Management
New Jersey
$414K
FWA
1738
FSM Wealth Advisors
Ohio
$414K
KBFS
1739
Kohmann Bosshard Financial Services
Ohio
$411K
TM
1740
TigerOak Management
New Mexico
$411K
NIA
1741
NIA Impact Advisors
California
$411K
PCH
1742
PGIM Custom Harvest
New Jersey
$411K
IP
1743
Indivisible Partners
Florida
$409K
HWM
1744
HFR Wealth Management
New York
$409K
JFGIW
1745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$408K
MAM
1746
Meeder Asset Management
Ohio
$408K
EI
1747
Ellevest Inc
New York
$408K
FMLI
1748
Fukoku Mutual Life Insurance
Japan
$408K
FWM
1749
Focused Wealth Management
New York
$407K
RWM
1750
Revisor Wealth Management
Ohio
$404K