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
CS
2051
Cannell & Spears
New York
$231K
ECM
2052
Elgethun Capital Management
South Dakota
$231K
CVA
2053
Central Valley Advisors
California
$231K
TWA
2054
Talisman Wealth Advisors
New Jersey
$231K
MWAM
2055
Manhattan West Asset Management
California
$229K
VFG
2056
Victory Financial Group
Texas
$229K
ML
2057
Mayport LLC
Massachusetts
$229K
HPM
2058
Hoxton Planning & Management
West Virginia
$229K
AW
2059
Avion Wealth
Texas
$229K
KCPG
2060
Kavar Capital Partners Group
Kansas
$228K
IIM
2061
Ironwood Investment Management
Massachusetts
$228K
TCOK
2062
Trust Company of Kansas
Kansas
$228K
SIAG
2063
Safeguard Investment Advisory Group
California
$227K
EFA
2064
Evernest Financial Advisors
Indiana
$227K
RFS
2065
RM Financial Services
Maine
$227K
2WWM
2066
21 West Wealth Management
California
$226K
FFO
2067
Fiduciary Family Office
Florida
$226K
PWP
2068
Perfromance Wealth Partners
Illinois
$225K
BHBT
2069
Burke & Herbert Bank & Trust
Virginia
$225K
SP
2070
Saranac Partners
$225K
RMC
2071
Resources Management Corp
Connecticut
$224K
FUBT
2072
First United Bank & Trust
Maryland
$224K
B
2073
BAYBAN
Minnesota
$224K
PWM
2074
Penobscot Wealth Management
Maine
$223K
FCG
2075
Fielder Capital Group
Tennessee
$223K