2,434 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 294 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
2,434
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
OFS
2151
OneAscent Financial Services
Alabama
$201K
KOMWMG
2152
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$200K
RL
2153
Rogco LP
Oklahoma
$200K
HBW
2154
Hazlett, Burt & Watson
West Virginia
$199K
MR
2155
Munich Reinsurance
$197K
TFM
2156
TFC Financial Management
Massachusetts
$195K
HB
2157
Horizon Bancorp
Indiana
$195K
GWP
2158
Gen-Wealth Partners
Michigan
$193K
AWA
2159
Acumen Wealth Advisors
Tennessee
$192K
RFA
2160
Reyes Financial Architecture
California
$191K
CIAS
2161
CBIZ Investment Advisory Services
Ohio
$191K
DCBT
2162
Dakota Community Bank & Trust
North Dakota
$189K
MSWM
2163
Mowery & Schoenfeld Wealth Management
Illinois
$188K
WBC
2164
West Branch Capital
Massachusetts
$187K
LWCFA
2165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$184K
SSG
2166
Summit Securities Group
New York
$184K
CTC
2167
Cetera Trust Company
Minnesota
$183K
BC
2168
Barrett & Company
Rhode Island
$181K
OA
2169
Operose Advisors
Wisconsin
$181K
PB
2170
Pinnacle Bancorp
Nebraska
$180K
SIS
2171
Sound Income Strategies
Florida
$175K
DE
2172
DV Equities
Illinois
$173K
QL
2173
Quarry LP
New York
$173K
WIM
2174
Westside Investment Management
California
$171K
PAM
2175
Parvin Asset Management
South Dakota
$169K