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
RWP
1901
Revolve Wealth Partners
New Jersey
$305K
CPW
1902
Cove Private Wealth
New York
$304K
NHC
1903
Nicholas Hoffman & Company
Georgia
$304K
HR
1904
Howe & Rusling
New York
$303K
IWP
1905
Invenio Wealth Partners
Florida
$303K
TDC
1906
Thompson Davis & Co
Virginia
$303K
RW
1907
Rede Wealth
Virginia
$303K
JF
1908
Joule Financial
Kentucky
$302K
PPC
1909
Park Place Capital
Alabama
$302K
MBWA
1910
Marin Bay Wealth Advisors
California
$302K
LWM
1911
Lakeridge Wealth Management
Ohio
$301K
SWMG
1912
Sanchez Wealth Management Group
Florida
$300K
BWM
1913
BKM Wealth Management
Wisconsin
$300K
TF
1914
Tudor Financial
Ohio
$300K
CGH
1915
CMG Global Holdings
Texas
$299K
RF
1916
Rossby Financial
Florida
$297K
DDPIC
1917
Deroy & Devereaux Private Investment Counsel
Michigan
$297K
RWM
1918
RMG Wealth Management
Wisconsin
$296K
JCM
1919
Jacobsen Capital Management
Utah
$296K
PIA
1920
Perennial Investment Advisors
California
$295K
TW
1921
TritonPoint Wealth
Maryland
$295K
TWM
1922
Thrive Wealth Management
Pennsylvania
$295K
AB
1923
Atlas Brown
Kentucky
$295K
AIFAIM
1924
American Institute for Advanced Investment Management
Arizona
$294K
GSWA
1925
Good Steward Wealth Advisors
Tennessee
$294K