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
FDS
2026
First Dallas Securities
Texas
$248K
SCA
2027
Sandy Cove Advisors
Massachusetts
$247K
LF
2028
Lantz Financial
Illinois
$247K
OPOWM
2029
One Plus One Wealth Management
Florida
$247K
T
2030
TrueFG
Texas
$247K
CCG
2031
Ceeto Capital Group
Florida
$246K
SCA
2032
Stokes Capital Advisors
South Carolina
$246K
NRW
2033
Nova R Wealth
Kansas
$246K
WAG
2034
Wallace Advisory Group
California
$245K
WFS
2035
Weitzel Financial Services
Iowa
$245K
CWM
2036
Cahaba Wealth Management
Georgia
$245K
GSIAS
2037
Garden State Investment Advisory Services
New Jersey
$245K
PEA
2038
Park Edge Advisors
Ohio
$244K
NWM
2039
Nolet Wealth Management
Texas
$243K
LFS
2040
Legacy Financial Strategies
Kansas
$242K
DPI
2041
Diversified Portfolios Inc
Michigan
$242K
NCM
2042
Novare Capital Management
North Carolina
$242K
GG
2043
Greenwood Gearhart
Arkansas
$241K
GJIA
2044
Glass Jacobson Investment Advisors
Maryland
$241K
ACG
2045
Allen Capital Group
Nebraska
$241K
SAM
2046
S.A. Mason
Michigan
$241K
SCM
2047
Sterling Capital Management
North Carolina
$241K
MFG
2048
Monte Financial Group
Connecticut
$239K
FFO
2049
Fortitude Family Office
Arizona
$239K
FI
2050
Fractal Investments
Connecticut
$239K