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
LGF
1876
LGT Group Foundation
Liechtenstein
$313K
CF
1877
Clarity Financial
Texas
$313K
ICP
1878
Impact Capital Partners
Colorado
$313K
CIAS
1879
CFS Investment Advisory Services
New Jersey
$313K
BP
1880
BWM Planning
Texas
$313K
GAM
1881
Grandview Asset Management
Pennsylvania
$312K
KCM
1882
Kanawha Capital Management
Virginia
$312K
BFO
1883
Biltmore Family Office
North Carolina
$312K
PCIG
1884
Partners Capital Investment Group
Massachusetts
$312K
PIP
1885
Peachtree Investment Partners
Florida
$310K
FWM
1886
Forza Wealth Management
Florida
$310K
CCG
1887
Catalina Capital Group
California
$309K
MSFS
1888
Main Street Financial Solutions
Pennsylvania
$309K
BL
1889
Balentine LLC
Georgia
$308K
LC
1890
Landaas & Company
Wisconsin
$308K
PWG
1891
Portside Wealth Group
Utah
$307K
SFG
1892
Sovereign Financial Group
Connecticut
$307K
BA
1893
Bellwether Advisors
Nebraska
$306K
PA
1894
Probity Advisors
Texas
$306K
CPWA
1895
Cerro Pacific Wealth Advisors
California
$305K
RWP
1896
Revolve Wealth Partners
New Jersey
$305K
CPW
1897
Cove Private Wealth
New York
$304K
NHC
1898
Nicholas Hoffman & Company
Georgia
$304K
HR
1899
Howe & Rusling
New York
$303K
IWP
1900
Invenio Wealth Partners
Florida
$303K