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
WWMSC
2126
Wagner Wealth Management (South Carolina)
South Carolina
$211K
SMA
2127
Seven Mile Advisory
New Jersey
$210K
RCA
2128
Ranch Capital Advisors
Florida
$210K
GWM
2129
Grand Wealth Management
Michigan
$210K
BWP
2130
BSW Wealth Partners
Colorado
$210K
LWM
2131
LeConte Wealth Management
Tennessee
$210K
LF
2132
Lee Financial
Texas
$208K
CIP
2133
Capital Insight Partners
Arizona
$207K
BFS
2134
Burkett Financial Services
South Carolina
$207K
TFG
2135
Taylor Financial Group
Virginia
$207K
VBA
2136
von Borstel & Associates
Oregon
$207K
MPI
2137
Mairs & Power Inc
Minnesota
$206K
RB
2138
Renasant Bank
Mississippi
$206K
EL
2139
EWA LLC
Pennsylvania
$206K
WAM
2140
Weatherly Asset Management
California
$206K
GCP
2141
Gill Capital Partners
Colorado
$205K
RCP
2142
Rothschild Capital Partners
New York
$205K
CPIA
2143
Cornell Pochily Investment Advisors
New York
$204K
RWM
2144
Refined Wealth Management
Utah
$204K
TAP
2145
TSG Advice Partners
Ohio
$204K
LGG
2146
Luts & Greenleigh Group
Maryland
$204K
JHCP
2147
Jackson Hole Capital Partners
Oklahoma
$202K
BWM
2148
Bernard Wealth Management
Michigan
$202K
SWG
2149
Summit Wealth Group
Vermont
$202K
WDG
2150
Wealth Dimensions Group
Ohio
$202K