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
EFA
2076
Evernest Financial Advisors
Indiana
$227K
RFS
2077
RM Financial Services
Maine
$227K
2WWM
2078
21 West Wealth Management
California
$226K
FFO
2079
Fiduciary Family Office
Florida
$226K
PWP
2080
Perfromance Wealth Partners
Illinois
$225K
BHBT
2081
Burke & Herbert Bank & Trust
Virginia
$225K
SP
2082
Saranac Partners
$225K
RMC
2083
Resources Management Corp
Connecticut
$224K
FUBT
2084
First United Bank & Trust
Maryland
$224K
B
2085
Bayban
Minnesota
$224K
PWM
2086
Penobscot Wealth Management
Maine
$223K
FCG
2087
Fielder Capital Group
Tennessee
$223K
ME
2088
McIlrath & Eck
Washington
$222K
CFP
2089
Cascade Financial Partners
California
$222K
CPCM
2090
Cardinal Point Capital Management
Ontario, Canada
$221K
AIM
2091
Athena Investment Management
California
$221K
PFM
2092
Patton Fund Management
Texas
$220K
SWGC
2093
Summit Wealth Group (Colorado)
Colorado
$220K
HAIM
2094
Hunter Associates Investment Management
Pennsylvania
$220K
OFG
2095
Opulen Financial Group
Virginia
$220K
GIA
2096
GHP Investment Advisors
Colorado
$219K
MWA
2097
MN Wealth Advisors
Kansas
$218K
VCM
2098
Vines Capital Management
Louisiana
$218K
RBC
2099
Roble Belko & Company
Pennsylvania
$217K
CCA
2100
Cora Capital Advisors
New Jersey
$217K