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
TDC
1901
Thompson Davis & Co
Virginia
$303K
RW
1902
Rede Wealth
Virginia
$303K
JF
1903
Joule Financial
Kentucky
$302K
PPC
1904
Park Place Capital
Alabama
$302K
MBWA
1905
Marin Bay Wealth Advisors
California
$302K
LWM
1906
Lakeridge Wealth Management
Ohio
$301K
SWMG
1907
Sanchez Wealth Management Group
Florida
$300K
BWM
1908
BKM Wealth Management
Wisconsin
$300K
TF
1909
Tudor Financial
Ohio
$300K
CGH
1910
CMG Global Holdings
Texas
$299K
RF
1911
Rossby Financial
Florida
$297K
DDPIC
1912
Deroy & Devereaux Private Investment Counsel
Michigan
$297K
RWM
1913
RMG Wealth Management
Wisconsin
$296K
JCM
1914
Jacobsen Capital Management
Utah
$296K
PIA
1915
Perennial Investment Advisors
California
$295K
TW
1916
TritonPoint Wealth
Maryland
$295K
TWM
1917
Thrive Wealth Management
Pennsylvania
$295K
AB
1918
Atlas Brown
Kentucky
$295K
AIFAIM
1919
American Institute for Advanced Investment Management
Arizona
$294K
GSWA
1920
Good Steward Wealth Advisors
Tennessee
$294K
WDA
1921
Wendell David Associates
New Hampshire
$293K
RA
1922
Riversedge Advisors
Delaware
$292K
OF
1923
Optimize Financial
California
$292K
TPW
1924
TL Private Wealth
Texas
$292K
O3W
1925
Omni 360 Wealth
New Jersey
$292K