2,431 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 291 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
2,431
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
WPW
2001
Watershed Private Wealth
Illinois
$255K
SRC
2002
Sage Rhino Capital
California
$255K
BAM
2003
BOS Asset Management
Illinois
$255K
MAM
2004
McLean Asset Management
Virginia
$255K
OP
2005
ORG Partners
Indiana
$255K
FI
2006
Finivi Inc
Massachusetts
$254K
FFA
2007
First Foundation Advisors
California
$254K
ABWM
2008
Alpine Bank Wealth Management
Colorado
$254K
ACA
2009
Affinity Capital Advisors
California
$254K
BAM
2010
Blueshift Asset Management
New Jersey
$254K
LWM
2011
Liberty Wealth Management
California
$252K
FSCM
2012
Front Street Capital Management
Montana
$252K
AA
2013
Auxano Advisors
Washington
$252K
GWA
2014
Gratus Wealth Advisors
Virginia
$251K
AGC
2015
Aspen Grove Capital
Colorado
$250K
CCA
2016
Cadent Capital Advisors
Oklahoma
$250K
SPA
2017
Sherbrooke Park Advisers
New York
$250K
SFS
2018
Symphony Financial Services
Ohio
$250K
HWA
2019
HHM Wealth Advisors
Tennessee
$249K
FDS
2020
First Dallas Securities
Texas
$248K
GC
2021
Gibson Capital
Pennsylvania
$248K
SCA
2022
Sandy Cove Advisors
Massachusetts
$247K
LF
2023
Lantz Financial
Illinois
$247K
OPOWM
2024
One Plus One Wealth Management
Florida
$247K
T
2025
TrueFG
Texas
$247K