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
SIA
1951
SeaBridge Investment Advisors
New Jersey
$282K
BIA
1952
Beacon Investment Advisors
Maryland
$281K
KFP
1953
KMG Fiduciary Partners
Ohio
$281K
DTC
1954
Davidson Trust Company
Washington
$281K
HNB
1955
Hilltop National Bank
Wyoming
$281K
ECA
1956
Elevated Capital Advisors
Utah
$280K
GT
1957
GreatBanc Trust
Illinois
$279K
HCM
1958
Hengehold Capital Management
Ohio
$278K
GIP
1959
Greatmark Investment Partners
Georgia
$278K
CBT
1960
Central Bank & Trust
Kentucky
$278K
GKWIM
1961
Gerber Kawasaki Wealth & Investment Management
California
$277K
CWA
1962
Cascade Wealth Advisors
Washington
$277K
FDDB
1963
Fidelity D&D Bancorp
Pennsylvania
$277K
JGUA
1964
John G. Ullman & Associates
New York
$276K
ELM
1965
Elite Life Management
Florida
$276K
MBTD
1966
Mechanics Bank - Trust Department
California
$276K
TH
1967
TCTC Holdings
Texas
$275K
FCAS
1968
First Command Advisory Services
Texas
$275K
MAA
1969
Matrix Asset Advisors
New York
$275K
TIA
1970
Tandem Investment Advisors
South Carolina
$274K
RPGK
1971
Retirement Planning Group (Kansas)
Kansas
$274K
BWS
1972
Broadway Wealth Solutions
Texas
$273K
MSCM
1973
McElhenny Sheffield Capital Management
Texas
$272K
FCM
1974
Fourpath Capital Management
Oklahoma
$272K
RIM
1975
Redwood Investment Management
Arizona
$272K