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2,457 hedge funds and large institutions have $162B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 926 increasing their positions, 893 reducing their positions, and 184 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: 926 | Existing positions reduced: 893

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
2,457
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
SSWM
1801
Strait & Sound Wealth Management
California
$374K
LAS
1802
LWM Advisory Services
Florida
$374K
MTIC
1803
Missouri Trust & Investment Company
Missouri
$373K
GC
1804
Granville Capital
North Carolina
$373K
PMFA
1805
Plante Moran Financial Advisors
Michigan
$372K
BWM
1806
Birchcreek Wealth Management
Ohio
$371K
LC
1807
Lincoln Capital
Nebraska
$370K
CFM
1808
Catalyst Funds Management
Australia
$369K
JFG
1809
Juno Financial Group
Virginia
$369K
AWM
1810
Accel Wealth Management
Iowa
$369K
IF
1811
Intrua Financial
Texas
$369K
SHWA
1812
Safe Harbor Wealth Advisors
Ohio
$368K
XF
1813
XML Financial
Maryland
$368K
PPWM
1814
Paragon Private Wealth Management
Kentucky
$368K
BCM
1815
Boltwood Capital Management
California
$368K
FM
1816
Family Management
New York
$367K
WFA
1817
Wellspring Financial Advisors
Ohio
$367K
OCM
1818
Objective Capital Management
Ohio
$366K
SCM
1819
SCS Capital Management
Massachusetts
$366K
CG
1820
Clifford Group
Massachusetts
$366K
OL
1821
OneFund LLC
Florida
$365K
LWM
1822
Lyell Wealth Management
California
$365K
KFA
1823
Kelleher Financial Advisors
New York
$363K
FCM
1824
Fortis Capital Management
Washington
$361K
BOM
1825
Bank of Marin
California
$361K