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
EWM
2001
Endowment Wealth Management
Wisconsin
$258K
BPFA
2002
Barnes Pettey Financial Advisors
Mississippi
$258K
HKAM
2003
Horizon Kinetics Asset Management
New York
$258K
SFC
2004
SYM Financial Corp
Indiana
$256K
BBNB
2005
Baker Boyer National Bank
Washington
$255K
WPW
2006
Watershed Private Wealth
Illinois
$255K
SRC
2007
Sage Rhino Capital
California
$255K
BAM
2008
BOS Asset Management
Illinois
$255K
MAM
2009
McLean Asset Management
Virginia
$255K
OP
2010
ORG Partners
Indiana
$255K
FI
2011
Finivi Inc
Massachusetts
$254K
FFA
2012
First Foundation Advisors
California
$254K
ABWM
2013
Alpine Bank Wealth Management
Colorado
$254K
ACA
2014
Affinity Capital Advisors
California
$254K
BAM
2015
Blueshift Asset Management
New Jersey
$254K
LWM
2016
Liberty Wealth Management
California
$252K
FSCM
2017
Front Street Capital Management
Montana
$252K
AA
2018
Auxano Advisors
Washington
$252K
GWA
2019
Gratus Wealth Advisors
Virginia
$251K
AGC
2020
Aspen Grove Capital
Colorado
$250K
CCA
2021
Cadent Capital Advisors
Oklahoma
$250K
SPA
2022
Sherbrooke Park Advisers
New York
$250K
SFS
2023
Symphony Financial Services
Ohio
$250K
HWA
2024
HHM Wealth Advisors
Tennessee
$249K
GC
2025
Gibson Capital
Pennsylvania
$248K