2,439 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 298 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
2,439
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
AWM
1801
Accel Wealth Management
Iowa
$369K
IF
1802
Intrua Financial
Texas
$369K
SHWA
1803
Safe Harbor Wealth Advisors
Ohio
$368K
XF
1804
XML Financial
Maryland
$368K
PPWM
1805
Paragon Private Wealth Management
Kentucky
$368K
BCM
1806
Boltwood Capital Management
California
$368K
FM
1807
Family Management
New York
$367K
WFA
1808
Wellspring Financial Advisors
Ohio
$367K
OCM
1809
Objective Capital Management
Ohio
$366K
SCM
1810
SCS Capital Management
Massachusetts
$366K
CG
1811
Clifford Group
Massachusetts
$366K
OL
1812
OneFund LLC
Florida
$365K
LWM
1813
Lyell Wealth Management
California
$365K
KFA
1814
Kelleher Financial Advisors
New York
$363K
FCM
1815
Fortis Capital Management
Washington
$361K
BOM
1816
Bank of Marin
California
$361K
PNFS
1817
PW Nova Financial Services
Pennsylvania
$357K
WP
1818
Westmount Partners
California
$356K
FWI
1819
Facet Wealth Inc
Maryland
$354K
AWM
1820
Atticus Wealth Management
Florida
$353K
NWWA
1821
New Wave Wealth Advisors
Arkansas
$353K
OL
1822
Optas LLC
Texas
$351K
TGIA
1823
Torrey Growth & Income Advisors
California
$350K
Members Trust
1824
Members Trust
Florida
$350K
PTC
1825
Philadelphia Trust Company
Pennsylvania
$348K