2,434 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 294 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
2,434
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
HKAM
2001
Horizon Kinetics Asset Management
New York
$258K
SFC
2002
SYM Financial Corp
Indiana
$256K
BBNB
2003
Baker Boyer National Bank
Washington
$255K
WPW
2004
Watershed Private Wealth
Illinois
$255K
SRC
2005
Sage Rhino Capital
California
$255K
BAM
2006
BOS Asset Management
Illinois
$255K
MAM
2007
McLean Asset Management
Virginia
$255K
OP
2008
ORG Partners
Indiana
$255K
FI
2009
Finivi Inc
Massachusetts
$254K
FFA
2010
First Foundation Advisors
California
$254K
ABWM
2011
Alpine Bank Wealth Management
Colorado
$254K
ACA
2012
Affinity Capital Advisors
California
$254K
BAM
2013
Blueshift Asset Management
New Jersey
$254K
LWM
2014
Liberty Wealth Management
California
$252K
FSCM
2015
Front Street Capital Management
Montana
$252K
AA
2016
Auxano Advisors
Washington
$252K
GWA
2017
Gratus Wealth Advisors
Virginia
$251K
AGC
2018
Aspen Grove Capital
Colorado
$250K
CCA
2019
Cadent Capital Advisors
Oklahoma
$250K
SPA
2020
Sherbrooke Park Advisers
New York
$250K
SFS
2021
Symphony Financial Services
Ohio
$250K
HWA
2022
HHM Wealth Advisors
Tennessee
$249K
FDS
2023
First Dallas Securities
Texas
$248K
GC
2024
Gibson Capital
Pennsylvania
$248K
SCA
2025
Sandy Cove Advisors
Massachusetts
$247K