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2,457 hedge funds and large institutions have $162B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 926 increasing their positions, 893 reducing their positions, and 184 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: 926 | Existing positions reduced: 893

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
2,457
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
FWM
1901
Forza Wealth Management
Florida
$310K
CCG
1902
Catalina Capital Group
California
$309K
MSFS
1903
Main Street Financial Solutions
Pennsylvania
$309K
BL
1904
Balentine LLC
Georgia
$308K
LC
1905
Landaas & Company
Wisconsin
$308K
PWG
1906
Portside Wealth Group
Utah
$307K
SFG
1907
Sovereign Financial Group
Connecticut
$307K
BA
1908
Bellwether Advisors
Nebraska
$306K
PA
1909
Probity Advisors
Texas
$306K
CPWA
1910
Cerro Pacific Wealth Advisors
California
$305K
RWP
1911
Revolve Wealth Partners
New Jersey
$305K
CPW
1912
Cove Private Wealth
New York
$304K
NHC
1913
Nicholas Hoffman & Company
Georgia
$304K
HR
1914
Howe & Rusling
New York
$303K
IWP
1915
Invenio Wealth Partners
Florida
$303K
TDC
1916
Thompson Davis & Co
Virginia
$303K
RW
1917
Rede Wealth
Virginia
$303K
JF
1918
Joule Financial
Kentucky
$302K
PPC
1919
Park Place Capital
Alabama
$302K
MBWA
1920
Marin Bay Wealth Advisors
California
$302K
LWM
1921
Lakeridge Wealth Management
Ohio
$301K
SWMG
1922
Sanchez Wealth Management Group
Florida
$300K
BWM
1923
BKM Wealth Management
Wisconsin
$300K
TF
1924
Tudor Financial
Ohio
$300K
CGH
1925
CMG Global Holdings
Texas
$299K