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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
GA
2001
Goldstein Advisors
Wisconsin
$264K
CWA
2002
Consilium Wealth Advisory
Texas
$264K
WKWM
2003
Walter & Keenan Wealth Management
Indiana
$264K
SEP
2004
Signature Equity Partners
Ohio
$263K
CA
2005
COFG Advisors
Illinois
$263K
IAMOG
2006
Investors Asset Management of Georgia
Georgia
$262K
CSI
2007
Cross Staff Investments
New York
$261K
CWM
2008
Calamos Wealth Management
Illinois
$261K
AFA
2009
AA Financial Advisors
Ohio
$261K
DLA
2010
Douglas Lane & Associates
New York
$260K
HCA
2011
Harbour Capital Advisors
Virginia
$259K
CWG
2012
Crown Wealth Group
North Carolina
$259K
EWM
2013
Endowment Wealth Management
Wisconsin
$258K
BPFA
2014
Barnes Pettey Financial Advisors
Mississippi
$258K
HKAM
2015
Horizon Kinetics Asset Management
New York
$258K
SFC
2016
SYM Financial Corp
Indiana
$256K
BBNB
2017
Baker Boyer National Bank
Washington
$255K
WPW
2018
Watershed Private Wealth
Illinois
$255K
SRC
2019
Sage Rhino Capital
California
$255K
BAM
2020
BOS Asset Management
Illinois
$255K
MAM
2021
McLean Asset Management
Virginia
$255K
OP
2022
ORG Partners
Indiana
$255K
FI
2023
Finivi Inc
Massachusetts
$254K
FFA
2024
First Foundation Advisors
California
$254K
ABWM
2025
Alpine Bank Wealth Management
Colorado
$254K