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
KCM
1876
Kanawha Capital Management
Virginia
$312K
BFO
1877
Biltmore Family Office
North Carolina
$312K
PCIG
1878
Partners Capital Investment Group
Massachusetts
$312K
PIP
1879
Peachtree Investment Partners
Florida
$310K
FWM
1880
Forza Wealth Management
Florida
$310K
CCG
1881
Catalina Capital Group
California
$309K
MSFS
1882
Main Street Financial Solutions
Pennsylvania
$309K
BL
1883
Balentine LLC
Georgia
$308K
LC
1884
Landaas & Company
Wisconsin
$308K
PWG
1885
Portside Wealth Group
Utah
$307K
SFG
1886
Sovereign Financial Group
Connecticut
$307K
BA
1887
Bellwether Advisors
Nebraska
$306K
PA
1888
Probity Advisors
Texas
$306K
CPWA
1889
Cerro Pacific Wealth Advisors
California
$305K
RWP
1890
Revolve Wealth Partners
New Jersey
$305K
CPW
1891
Cove Private Wealth
New York
$304K
NHC
1892
Nicholas Hoffman & Company
Georgia
$304K
HR
1893
Howe & Rusling
New York
$303K
IWP
1894
Invenio Wealth Partners
Florida
$303K
TDC
1895
Thompson Davis & Co
Virginia
$303K
RW
1896
Rede Wealth
Virginia
$303K
JF
1897
Joule Financial
Kentucky
$302K
PPC
1898
Park Place Capital
Alabama
$302K
MBWA
1899
Marin Bay Wealth Advisors
California
$302K
LWM
1900
Lakeridge Wealth Management
Ohio
$301K