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
RFP
2176
Root Financial Partners
California
$161K
CA
2177
Crewe Advisors
Utah
$161K
TC
2178
Truvestments Capital
Florida
$157K
CRI
2179
Commonwealth Retirement Investments
Virginia
$155K
BLC
2180
Brown, Lisle/Cummings
Rhode Island
$153K
GWM
2181
Greenline Wealth Management
Florida
$153K
GG
2182
Gleason Group
Kentucky
$153K
PWMG
2183
Private Wealth Management Group
New Jersey
$151K
WBC
2184
Westpac Banking Corp
Australia
$149K
BL
2185
BFSG LLC
California
$148K
FMP
2186
Financial Management Professionals
Texas
$147K
SGK
2187
Steigerwald Gordon & Koch
Virginia
$146K
KC
2188
Knuff & Co
California
$145K
CFG
2189
Clayton Financial Group
Missouri
$144K
NFSG
2190
Newbridge Financial Services Group
Florida
$139K
WPA
2191
Wealth Preservation Advisors
Tennessee
$139K
JGIA
2192
Jackson Grant Investment Advisers
Connecticut
$139K
KFAS
2193
Keating Financial Advisory Services
Kansas
$138K
CYG
2194
Clean Yield Group
Vermont
$135K
FPB
2195
First PREMIER Bank
South Dakota
$131K
PFSC
2196
Peoples Financial Services Corp
Pennsylvania
$131K
SIC
2197
SJS Investment Consulting
Ohio
$129K
USB
2198
Union Savings Bank
Connecticut
$128K
TM
2199
Torren Management
California
$128K
BAM
2200
BOCHK Asset Management
Hong Kong
$127K