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
EL
2126
EWA LLC
Pennsylvania
$206K
WAM
2127
Weatherly Asset Management
California
$206K
GCP
2128
Gill Capital Partners
Colorado
$205K
RCP
2129
Rothschild Capital Partners
New York
$205K
CPIA
2130
Cornell Pochily Investment Advisors
New York
$204K
RWM
2131
Refined Wealth Management
Utah
$204K
TAP
2132
TSG Advice Partners
Ohio
$204K
LGG
2133
Luts & Greenleigh Group
Maryland
$204K
JHCP
2134
Jackson Hole Capital Partners
Oklahoma
$202K
BWM
2135
Bernard Wealth Management
Michigan
$202K
SWG
2136
Summit Wealth Group
Vermont
$202K
WDG
2137
Wealth Dimensions Group
Ohio
$202K
SHFGL
2138
S Harris Financial Group, LLC
Texas
$201K
RIG
2139
Renaissance Investment Group
Massachusetts
$201K
OFS
2140
OneAscent Financial Services
Alabama
$201K
KOMWMG
2141
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$200K
RL
2142
Rogco LP
Oklahoma
$200K
HBW
2143
Hazlett, Burt & Watson
West Virginia
$199K
MR
2144
Munich Reinsurance
$197K
TFM
2145
TFC Financial Management
Massachusetts
$195K
HB
2146
Horizon Bancorp
Indiana
$195K
GWP
2147
Gen-Wealth Partners
Michigan
$193K
AWA
2148
Acumen Wealth Advisors
Tennessee
$192K
RFA
2149
Reyes Financial Architecture
California
$191K
CIAS
2150
CBIZ Investment Advisory Services
Ohio
$191K