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2,457 hedge funds and large institutions have $162B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 926 increasing their positions, 893 reducing their positions, and 184 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: 926 | Existing positions reduced: 893

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
2,457
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
PK
1726
Pflug Koory
Nebraska
$427K
BOJHT
1727
Bank of Jackson Hole Trust
Wyoming
$426K
SHFA
1728
SS&H Financial Advisors
Michigan
$426K
IGAM
1729
iA Global Asset Management
Quebec, Canada
$426K
CT
1730
Caldwell Trust
Florida
$425K
EPM
1731
Elm Partners Management
Pennsylvania
$425K
SNB
1732
Security National Bank
Nebraska
$424K
BFA
1733
Beaumont Financial Advisors
Massachusetts
$423K
ANTB
1734
AMG National Trust Bank
Colorado
$422K
TCM
1735
Tufton Capital Management
Maryland
$422K
CAWM
1736
Capital Advisors Wealth Management
Washington
$422K
PF
1737
Prota Financial
Texas
$421K
DWM
1738
Drive Wealth Management
Utah
$420K
IP
1739
Investment Partners
Ohio
$419K
BMC
1740
Beaton Management Company
Massachusetts
$417K
KWM
1741
Kassira Wealth Management
Tennessee
$416K
AFP
1742
Alpha Financial Partners
Kentucky
$416K
MIC
1743
Meridian Investment Counsel
California
$414K
MCM
1744
McRae Capital Management
New Jersey
$414K
FWA
1745
FSM Wealth Advisors
Ohio
$414K
KBFS
1746
Kohmann Bosshard Financial Services
Ohio
$411K
TM
1747
TigerOak Management
New Mexico
$411K
NIA
1748
NIA Impact Advisors
California
$411K
PCH
1749
PGIM Custom Harvest
New Jersey
$411K
IP
1750
Indivisible Partners
Florida
$409K