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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
RF
1926
Rossby Financial
Florida
$297K
DDPIC
1927
Deroy & Devereaux Private Investment Counsel
Michigan
$297K
RWM
1928
RMG Wealth Management
Wisconsin
$296K
JCM
1929
Jacobsen Capital Management
Utah
$296K
PIA
1930
Perennial Investment Advisors
California
$295K
TW
1931
TritonPoint Wealth
Maryland
$295K
TWM
1932
Thrive Wealth Management
Pennsylvania
$295K
AB
1933
Atlas Brown
Kentucky
$295K
AIFAIM
1934
American Institute for Advanced Investment Management
Arizona
$294K
GSWA
1935
Good Steward Wealth Advisors
Tennessee
$294K
WDA
1936
Wendell David Associates
New Hampshire
$293K
RA
1937
Riversedge Advisors
Delaware
$292K
OF
1938
Optimize Financial
California
$292K
TPW
1939
TL Private Wealth
Texas
$292K
O3W
1940
Omni 360 Wealth
New Jersey
$292K
MFP
1941
Meridian Financial Partners
Virginia
$290K
PCMN
1942
Paradigm Capital Management (Nevada)
Nevada
$290K
AI
1943
AXS Investments
New York
$290K
IFA
1944
Index Fund Advisors
California
$290K
BDA
1945
Borer Denton & Associates
Pennsylvania
$288K
CCMG
1946
Connecticut Capital Management Group
Connecticut
$288K
SIM
1947
SSI Investment Management
California
$288K
FOA
1948
Five Oceans Advisors
California
$288K
FMTC
1949
Farmers & Merchants Trust Company
California
$288K
SPWM
1950
Schrum Private Wealth Management
Florida
$288K