2,422 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 922 increasing their positions, 886 reducing their positions, and 180 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: 922 | Existing positions reduced: 886

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
2,422
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
PEA
2026
Park Edge Advisors
Ohio
$244K
NWML
2027
Nolet Wealth Management, LLC
Texas
$243K
LFS
2028
Legacy Financial Strategies
Kansas
$242K
DPI
2029
Diversified Portfolios Inc
Michigan
$242K
NCM
2030
Novare Capital Management
North Carolina
$242K
GG
2031
Greenwood Gearhart
Arkansas
$241K
GJIA
2032
Glass Jacobson Investment Advisors
Maryland
$241K
ACG
2033
Allen Capital Group
Nebraska
$241K
SAM
2034
S.A. Mason
Michigan
$241K
SCM
2035
Sterling Capital Management
North Carolina
$241K
MFG
2036
Monte Financial Group
Connecticut
$239K
FFO
2037
Fortitude Family Office
Arizona
$239K
FI
2038
Fractal Investments
Connecticut
$239K
TFA
2039
Tobias Financial Advisors
Florida
$238K
VCP
2040
Vista Capital Partners
Oregon
$237K
HR
2041
Hardy Reed
Mississippi
$236K
OCG
2042
Opus Capital Group
Ohio
$236K
FC
2043
Financial Council
Maryland
$235K
BTD
2044
BankPlus Trust Department
Mississippi
$234K
HC
2045
Headland Capital
South Carolina
$234K
GCM
2046
Gunderson Capital Management
South Carolina
$233K
MA
2047
MJP Associates
Connecticut
$232K
CTB
2048
Country Trust Bank
Illinois
$232K
I
2049
INVST
Indiana
$232K
EIA
2050
Eldridge Investment Advisors
New Hampshire
$231K