2,422 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 922 increasing their positions, 886 reducing their positions, and 180 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: 922 | Existing positions reduced: 886

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
2,422
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
ABWM
2001
Alpine Bank Wealth Management
Colorado
$254K
ACA
2002
Affinity Capital Advisors
California
$254K
BAM
2003
Blueshift Asset Management
New Jersey
$254K
LWM
2004
Liberty Wealth Management
California
$252K
FSCM
2005
Front Street Capital Management
Montana
$252K
AA
2006
Auxano Advisors
Washington
$252K
GWA
2007
Gratus Wealth Advisors
Virginia
$251K
AGC
2008
Aspen Grove Capital
Colorado
$250K
CCA
2009
Cadent Capital Advisors
Oklahoma
$250K
SPA
2010
Sherbrooke Park Advisers
New York
$250K
SFS
2011
Symphony Financial Services
Ohio
$250K
HWA
2012
HHM Wealth Advisors
Tennessee
$249K
FDS
2013
First Dallas Securities
Texas
$248K
GC
2014
Gibson Capital
Pennsylvania
$248K
SCA
2015
Sandy Cove Advisors
Massachusetts
$247K
LF
2016
Lantz Financial
Illinois
$247K
OPOWM
2017
One Plus One Wealth Management
Florida
$247K
T
2018
TrueFG
Texas
$247K
CCG
2019
Ceeto Capital Group
Florida
$246K
SCA
2020
Stokes Capital Advisors
South Carolina
$246K
NRW
2021
Nova R Wealth
Kansas
$246K
WAG
2022
Wallace Advisory Group
California
$245K
WFS
2023
Weitzel Financial Services
Iowa
$245K
CWM
2024
Cahaba Wealth Management
Georgia
$245K
GSIAS
2025
Garden State Investment Advisory Services
New Jersey
$245K