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
HFP
1826
Holistic Financial Partners
Indiana
$347K
CWA
1827
Canvas Wealth Advisors
Kansas
$346K
CBT
1828
Crews Bank & Trust
Florida
$343K
AMPWP
1829
Alvarez & Marsal Private Wealth Partners
Florida
$343K
WWM
1830
Whalen Wealth Management
Nevada
$342K
MSRI
1831
Michael S. Ryan Inc
New York
$342K
HPBT
1832
Hickory Point Bank & Trust
Illinois
$342K
DWM
1833
Daner Wealth Management
Georgia
$341K
KFI
1834
Key Financial Inc
Pennsylvania
$340K
FFP
1835
FourThought Financial Partners
Florida
$340K
CC
1836
Clearwave Capital
California
$339K
AIM
1837
Anchor Investment Management
South Carolina
$338K
S
1838
Sunpointe
Missouri
$336K
HWA
1839
Heartwood Wealth Advisors
Virginia
$336K
SAM
1840
Sagewood Asset Management
New York
$335K
SSW
1841
Stone Summit Wealth
Florida
$334K
B
1842
Bensler
Washington
$334K
AWA
1843
A4 Wealth Advisors
North Carolina
$332K
LPFG
1844
Landing Point Financial Group
Ohio
$332K
MF
1845
Magnetar Financial
Illinois
$330K
VP
1846
Verum Partners
North Carolina
$330K
PWA
1847
Peterson Wealth Advisors
Utah
$330K
DOA
1848
D'Orazio & Associates
Virginia
$329K
NFG
1849
Nadler Financial Group
Illinois
$329K
LFP
1850
Leeward Financial Partners
Washington
$328K