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
USB
2201
Union Savings Bank
Connecticut
$128K
TM
2202
Torren Management
California
$128K
BAM
2203
BOCHK Asset Management
Hong Kong
$127K
ATC
2204
Adirondack Trust Company
New York
$127K
MGP
2205
M&G plc
United Kingdom
$126K
CAM
2206
Costello Asset Management
Pennsylvania
$124K
KB
2207
Kimelman & Baird
New York
$123K
SHF
2208
Safe Harbor Fiduciary
Florida
$123K
CPG
2209
Cornerstone Planning Group
New Jersey
$116K
WETS
2210
Wealth Enhancement Trust Services
South Dakota
$111K
AG
2211
AmeriFlex Group
Nevada
$109K
KA
2212
Kozak & Associates
Colorado
$107K
HIW
2213
Holos Integrated Wealth
Pennsylvania
$106K
AI
2214
AdvisorShares Investments
Maryland
$102K
SL
2215
Salomon & Ludwin
Virginia
$101K
MCM
2216
MV Capital Management
Maryland
$101K
CG
2217
Curat Global
New Hampshire
$101K
TWM
2218
Tripletail Wealth Management
Florida
$99.1K
PWA
2219
Physician Wealth Advisors
Utah
$97.8K
VWM
2220
Valley Wealth Managers
New Jersey
$96.8K
GWS
2221
Greykasell Wealth Strategies
California
$95.9K
PW
2222
Pandora Wealth
Illinois
$95.6K
MWM
2223
Mascoma Wealth Management
New Hampshire
$94K
LWMI
2224
Legacy Wealth Management (Idaho)
Idaho
$93K
NL
2225
Navalign LLC
California
$92.7K