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
SCM
1801
SCS Capital Management
Massachusetts
$366K
CG
1802
Clifford Group
Massachusetts
$366K
OL
1803
OneFund LLC
Florida
$365K
LWM
1804
Lyell Wealth Management
California
$365K
KFA
1805
Kelleher Financial Advisors
New York
$363K
FCM
1806
Fortis Capital Management
Washington
$361K
BOM
1807
Bank of Marin
California
$361K
WP
1808
Westmount Partners
California
$356K
FWI
1809
Facet Wealth Inc
Maryland
$354K
AWM
1810
Atticus Wealth Management
Florida
$353K
NWWA
1811
New Wave Wealth Advisors
Arkansas
$353K
OL
1812
Optas LLC
Texas
$351K
TGIA
1813
Torrey Growth & Income Advisors
California
$350K
Members Trust
1814
Members Trust
Florida
$350K
PTC
1815
Philadelphia Trust Company
Pennsylvania
$348K
OFW
1816
Omnia Family Wealth
Florida
$348K
Empower Advisory Group
1817
Empower Advisory Group
Colorado
$347K
CAM
1818
CenterStar Asset Management
Illinois
$347K
NCTC
1819
New Covenant Trust Company
Indiana
$347K
HFP
1820
Holistic Financial Partners
Indiana
$347K
CWA
1821
Canvas Wealth Advisors
Kansas
$346K
CBT
1822
Crews Bank & Trust
Florida
$343K
AMPWP
1823
Alvarez & Marsal Private Wealth Partners
Florida
$343K
WWM
1824
Whalen Wealth Management
Nevada
$342K
MSRI
1825
Michael S. Ryan Inc
New York
$342K