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
VP
1851
Verum Partners
North Carolina
$330K
PWA
1852
Peterson Wealth Advisors
Utah
$330K
DOA
1853
D'Orazio & Associates
Virginia
$329K
NFG
1854
Nadler Financial Group
Illinois
$329K
LFP
1855
Leeward Financial Partners
Washington
$328K
VAMG
1856
Voisard Asset Management Group
Michigan
$328K
TWM
1857
TriaGen Wealth Management
California
$327K
MW
1858
Marble Wealth
Alabama
$327K
SL
1859
Sentinus LLC
Illinois
$326K
HIA
1860
Harvest Investment Advisors
Florida
$324K
FA
1861
FSA Advisors
Michigan
$324K
QFW
1862
QTR Family Wealth
Florida
$322K
MC
1863
Matters Capital
Florida
$322K
ACC
1864
Acorn Creek Capital
Colorado
$321K
BWM
1865
BigSur Wealth Management
Florida
$320K
WG
1866
WMS Group
Louisiana
$319K
BFC
1867
Blue Fin Capital
Rhode Island
$319K
SWA
1868
Stratos Wealth Advisors
Ohio
$318K
AAMC
1869
Asset Allocation & Management Company
Illinois
$318K
QPWM
1870
Quadrant Private Wealth Management
Pennsylvania
$318K
LSIA
1871
LaSalle St. Investment Advisors
Illinois
$317K
SIM
1872
Sentry Investment Management
Wisconsin
$316K
GWSG
1873
GPS Wealth Strategies Group
Colorado
$315K
WIS
1874
Wright Investors Service
Connecticut
$315K
EFG
1875
Embree Financial Group
Illinois
$315K