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2,457 hedge funds and large institutions have $162B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 926 increasing their positions, 893 reducing their positions, and 184 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: 926 | Existing positions reduced: 893

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
2,457
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
KB
2226
Kimelman & Baird
New York
$123K
SHF
2227
Safe Harbor Fiduciary
Florida
$123K
EP
2228
Essential Partners
California
$117K
CPG
2229
Cornerstone Planning Group
New Jersey
$116K
WETS
2230
Wealth Enhancement Trust Services
South Dakota
$111K
AG
2231
AmeriFlex Group
Nevada
$109K
KA
2232
Kozak & Associates
Colorado
$107K
HIW
2233
Holos Integrated Wealth
Pennsylvania
$106K
AI
2234
AdvisorShares Investments
Maryland
$102K
SL
2235
Salomon & Ludwin
Virginia
$101K
MCM
2236
MV Capital Management
Maryland
$101K
CG
2237
Curat Global
New Hampshire
$101K
TWM
2238
Tripletail Wealth Management
Florida
$99.1K
PWA
2239
Physician Wealth Advisors
Utah
$97.8K
VWM
2240
Valley Wealth Managers
New Jersey
$96.8K
GWS
2241
Greykasell Wealth Strategies
California
$95.9K
PW
2242
Pandora Wealth
Illinois
$95.6K
MWM
2243
Mascoma Wealth Management
New Hampshire
$94K
LWMI
2244
Legacy Wealth Management (Idaho)
Idaho
$93K
NL
2245
Navalign LLC
California
$92.7K
CWM
2246
Cranbrook Wealth Management
Michigan
$90.8K
CB
2247
Centennial Bank
Arkansas
$90.8K
BHWM
2248
Beaird Harris Wealth Management
Texas
$90.1K
DT
2249
DV Trading
Illinois
$89.2K
DMBA
2250
Deseret Mutual Benefit Administrators
Utah
$88.9K