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
CWP
1776
Core Wealth Partners
California
$382K
AIMCA
1777
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$382K
5SA
1778
5th Street Advisors
Connecticut
$382K
FFA
1779
Fragasso Financial Advisors
Pennsylvania
$381K
FFA
1780
Fortune Financial Advisors
Kansas
$380K
PCM
1781
Prelude Capital Management
New York
$380K
NC
1782
North Capital
Utah
$379K
SB
1783
Sunflower Bank
Texas
$378K
SSWM
1784
Sheets Smith Wealth Management
North Carolina
$377K
CWM
1785
Circle Wealth Management
New Jersey
$376K
NPA
1786
Nichols & Pratt Advisers
Massachusetts
$375K
GCL
1787
Gouws Capital LLC
North Carolina
$374K
SF
1788
Symphony Financial
Texas
$374K
SSWM
1789
Strait & Sound Wealth Management
California
$374K
LAS
1790
LWM Advisory Services
Florida
$374K
MTIC
1791
Missouri Trust & Investment Company
Missouri
$373K
GC
1792
Granville Capital
North Carolina
$373K
PMFA
1793
Plante Moran Financial Advisors
Michigan
$372K
BWM
1794
Birchcreek Wealth Management
Ohio
$371K
LC
1795
Lincoln Capital
Nebraska
$370K
CFM
1796
Catalyst Funds Management
Australia
$369K
JFG
1797
Juno Financial Group
Virginia
$369K
AWM
1798
Accel Wealth Management
Iowa
$369K
IF
1799
Intrua Financial
Texas
$369K
SHWA
1800
Safe Harbor Wealth Advisors
Ohio
$368K