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
NC
1776
North Capital
Utah
$379K
SB
1777
Sunflower Bank
Texas
$378K
SSWM
1778
Sheets Smith Wealth Management
North Carolina
$377K
CWM
1779
Circle Wealth Management
New Jersey
$376K
NPA
1780
Nichols & Pratt Advisers
Massachusetts
$375K
GCL
1781
Gouws Capital LLC
North Carolina
$374K
SF
1782
Symphony Financial
Texas
$374K
SSWM
1783
Strait & Sound Wealth Management
California
$374K
LAS
1784
LWM Advisory Services
Florida
$374K
MTIC
1785
Missouri Trust & Investment Company
Missouri
$373K
GC
1786
Granville Capital
North Carolina
$373K
PMFA
1787
Plante Moran Financial Advisors
Michigan
$372K
BWM
1788
Birchcreek Wealth Management
Ohio
$371K
LC
1789
Lincoln Capital
Nebraska
$370K
CFM
1790
Catalyst Funds Management
Australia
$369K
JFG
1791
Juno Financial Group
Virginia
$369K
AWM
1792
Accel Wealth Management
Iowa
$369K
IF
1793
Intrua Financial
Texas
$369K
SHWA
1794
Safe Harbor Wealth Advisors
Ohio
$368K
XF
1795
XML Financial
Maryland
$368K
PPWM
1796
Paragon Private Wealth Management
Kentucky
$368K
BCM
1797
Boltwood Capital Management
California
$368K
FM
1798
Family Management
New York
$367K
WFA
1799
Wellspring Financial Advisors
Ohio
$367K
OCM
1800
Objective Capital Management
Ohio
$366K