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
SWMG
1901
Sanchez Wealth Management Group
Florida
$300K
BWM
1902
BKM Wealth Management
Wisconsin
$300K
TF
1903
Tudor Financial
Ohio
$300K
CGH
1904
CMG Global Holdings
Texas
$299K
RF
1905
Rossby Financial
Florida
$297K
DDPIC
1906
Deroy & Devereaux Private Investment Counsel
Michigan
$297K
RWM
1907
RMG Wealth Management
Wisconsin
$296K
JCM
1908
Jacobsen Capital Management
Utah
$296K
PIA
1909
Perennial Investment Advisors
California
$295K
TW
1910
TritonPoint Wealth
Maryland
$295K
TWM
1911
Thrive Wealth Management
Pennsylvania
$295K
AB
1912
Atlas Brown
Kentucky
$295K
AIFAIM
1913
American Institute for Advanced Investment Management
Arizona
$294K
GSWA
1914
Good Steward Wealth Advisors
Tennessee
$294K
WDA
1915
Wendell David Associates
New Hampshire
$293K
RA
1916
Riversedge Advisors
Delaware
$292K
OF
1917
Optimize Financial
California
$292K
TPW
1918
TL Private Wealth
Texas
$292K
O3W
1919
Omni 360 Wealth
New Jersey
$292K
MFP
1920
Meridian Financial Partners
Virginia
$290K
PCMN
1921
Paradigm Capital Management (Nevada)
Nevada
$290K
AI
1922
AXS Investments
New York
$290K
IFA
1923
Index Fund Advisors
California
$290K
BDA
1924
Borer Denton & Associates
Pennsylvania
$288K
CCMG
1925
Connecticut Capital Management Group
Connecticut
$288K