2,431 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 291 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
2,431
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
TCM
1726
Tufton Capital Management
Maryland
$422K
CAWM
1727
Capital Advisors Wealth Management
Washington
$422K
DWM
1728
Drive Wealth Management
Utah
$420K
IP
1729
Investment Partners
Ohio
$419K
BMC
1730
Beaton Management Company
Massachusetts
$417K
KWM
1731
Kassira Wealth Management
Tennessee
$416K
AFP
1732
Alpha Financial Partners
Kentucky
$416K
MIC
1733
Meridian Investment Counsel
California
$414K
MCM
1734
McRae Capital Management
New Jersey
$414K
FWA
1735
FSM Wealth Advisors
Ohio
$414K
KBFS
1736
Kohmann Bosshard Financial Services
Ohio
$411K
TM
1737
TigerOak Management
New Mexico
$411K
NIA
1738
NIA Impact Advisors
California
$411K
PCH
1739
PGIM Custom Harvest
New Jersey
$411K
IP
1740
Indivisible Partners
Florida
$409K
HWM
1741
HFR Wealth Management
New York
$409K
JFGIW
1742
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$408K
MAM
1743
Meeder Asset Management
Ohio
$408K
EI
1744
Ellevest Inc
New York
$408K
FMLI
1745
Fukoku Mutual Life Insurance
Japan
$408K
FWM
1746
Focused Wealth Management
New York
$407K
RWM
1747
Revisor Wealth Management
Ohio
$404K
AF
1748
Arrow Financial
New York
$403K
LJHT
1749
Laurie J. Hall Trustee
$401K
PAM
1750
Palisade Asset Management
Minnesota
$401K