2,434 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 294 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
2,434
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
NHC
1901
Nicholas Hoffman & Company
Georgia
$304K
HR
1902
Howe & Rusling
New York
$303K
IWP
1903
Invenio Wealth Partners
Florida
$303K
TDC
1904
Thompson Davis & Co
Virginia
$303K
RW
1905
Rede Wealth
Virginia
$303K
JF
1906
Joule Financial
Kentucky
$302K
PPC
1907
Park Place Capital
Alabama
$302K
MBWA
1908
Marin Bay Wealth Advisors
California
$302K
LWM
1909
Lakeridge Wealth Management
Ohio
$301K
SWMG
1910
Sanchez Wealth Management Group
Florida
$300K
BWM
1911
BKM Wealth Management
Wisconsin
$300K
TF
1912
Tudor Financial
Ohio
$300K
CGH
1913
CMG Global Holdings
Texas
$299K
RF
1914
Rossby Financial
Florida
$297K
DDPIC
1915
Deroy & Devereaux Private Investment Counsel
Michigan
$297K
RWM
1916
RMG Wealth Management
Wisconsin
$296K
JCM
1917
Jacobsen Capital Management
Utah
$296K
PIA
1918
Perennial Investment Advisors
California
$295K
TW
1919
TritonPoint Wealth
Maryland
$295K
TWM
1920
Thrive Wealth Management
Pennsylvania
$295K
AB
1921
Atlas Brown
Kentucky
$295K
AIFAIM
1922
American Institute for Advanced Investment Management
Arizona
$294K
GSWA
1923
Good Steward Wealth Advisors
Tennessee
$294K
WDA
1924
Wendell David Associates
New Hampshire
$293K
RA
1925
Riversedge Advisors
Delaware
$292K