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
KA
2201
Kozak & Associates
Colorado
$107K
HIW
2202
Holos Integrated Wealth
Pennsylvania
$106K
AI
2203
AdvisorShares Investments
Maryland
$102K
SL
2204
Salomon & Ludwin
Virginia
$101K
MCM
2205
MV Capital Management
Maryland
$101K
CG
2206
Curat Global
New Hampshire
$101K
TWM
2207
Tripletail Wealth Management
Florida
$99.1K
PWA
2208
Physician Wealth Advisors
Utah
$97.8K
VWM
2209
Valley Wealth Managers
New Jersey
$96.8K
GWS
2210
Greykasell Wealth Strategies
California
$95.9K
PW
2211
Pandora Wealth
Illinois
$95.6K
MWM
2212
Mascoma Wealth Management
New Hampshire
$94K
LWMI
2213
Legacy Wealth Management (Idaho)
Idaho
$93K
NL
2214
Navalign LLC
California
$92.7K
CWM
2215
Cranbrook Wealth Management
Michigan
$90.8K
CB
2216
Centennial Bank
Arkansas
$90.8K
BHWM
2217
Beaird Harris Wealth Management
Texas
$90.1K
DT
2218
DV Trading
Illinois
$89.2K
DMBA
2219
Deseret Mutual Benefit Administrators
Utah
$88.9K
MAM
2220
Morse Asset Management
Connecticut
$87.6K
BTC
2221
Bank & Trust Company
Illinois
$87.3K
VNA
2222
Valley National Advisers
Pennsylvania
$86K
RG
2223
RHL Group
Michigan
$86K
LWM
2224
Lodestone Wealth Management
Washington
$86K
WWM
2225
Wolff Wiese Magana
California
$84.4K