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
ATC
2201
Adirondack Trust Company
New York
$127K
MGP
2202
M&G plc
United Kingdom
$126K
CAM
2203
Costello Asset Management
Pennsylvania
$124K
KB
2204
Kimelman & Baird
New York
$123K
SHF
2205
Safe Harbor Fiduciary
Florida
$123K
CPG
2206
Cornerstone Planning Group
New Jersey
$116K
WETS
2207
Wealth Enhancement Trust Services
South Dakota
$111K
AG
2208
AmeriFlex Group
Nevada
$109K
KA
2209
Kozak & Associates
Colorado
$107K
HIW
2210
Holos Integrated Wealth
Pennsylvania
$106K
AI
2211
AdvisorShares Investments
Maryland
$102K
SL
2212
Salomon & Ludwin
Virginia
$101K
MCM
2213
MV Capital Management
Maryland
$101K
CG
2214
Curat Global
New Hampshire
$101K
TWM
2215
Tripletail Wealth Management
Florida
$99.1K
PWA
2216
Physician Wealth Advisors
Utah
$97.8K
VWM
2217
Valley Wealth Managers
New Jersey
$96.8K
GWS
2218
Greykasell Wealth Strategies
California
$95.9K
PW
2219
Pandora Wealth
Illinois
$95.6K
MWM
2220
Mascoma Wealth Management
New Hampshire
$94K
LWMI
2221
Legacy Wealth Management (Idaho)
Idaho
$93K
NL
2222
Navalign LLC
California
$92.7K
CWM
2223
Cranbrook Wealth Management
Michigan
$90.8K
CB
2224
Centennial Bank
Arkansas
$90.8K
BHWM
2225
Beaird Harris Wealth Management
Texas
$90.1K