2,431 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 291 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
2,431
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
LWM
2126
LeConte Wealth Management
Tennessee
$210K
LF
2127
Lee Financial
Texas
$208K
CIP
2128
Capital Insight Partners
Arizona
$207K
BFS
2129
Burkett Financial Services
South Carolina
$207K
TFG
2130
Taylor Financial Group
Virginia
$207K
VBA
2131
von Borstel & Associates
Oregon
$207K
MPI
2132
Mairs & Power Inc
Minnesota
$206K
RB
2133
Renasant Bank
Mississippi
$206K
EL
2134
EWA LLC
Pennsylvania
$206K
WAM
2135
Weatherly Asset Management
California
$206K
GCP
2136
Gill Capital Partners
Colorado
$205K
RCP
2137
Rothschild Capital Partners
New York
$205K
CPIA
2138
Cornell Pochily Investment Advisors
New York
$204K
RWM
2139
Refined Wealth Management
Utah
$204K
TAP
2140
TSG Advice Partners
Ohio
$204K
LGG
2141
Luts & Greenleigh Group
Maryland
$204K
JHCP
2142
Jackson Hole Capital Partners
Oklahoma
$202K
BWM
2143
Bernard Wealth Management
Michigan
$202K
SWG
2144
Summit Wealth Group
Vermont
$202K
WDG
2145
Wealth Dimensions Group
Ohio
$202K
SHFG
2146
S Harris Financial Group
Texas
$201K
RIG
2147
Renaissance Investment Group
Massachusetts
$201K
OFS
2148
OneAscent Financial Services
Alabama
$201K
KOMWMG
2149
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$200K
RL
2150
Rogco LP
Oklahoma
$200K