2,421 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 922 increasing their positions, 886 reducing their positions, and 181 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
2,421
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
LFA
2351
LGT Financial Advisors
Texas
$11.1K
AWA
2352
American Wealth Advisors
Georgia
$10.6K
GWSA
2353
Global Wealth Strategies & Associates
Colorado
$10.5K
PCM
2354
Penserra Capital Management
California
$10K
WWA
2355
Wealth Watch Advisors
Colorado
$9.87K
LIM
2356
Longfellow Investment Management
Massachusetts
$9.87K
HWM
2357
HighMark Wealth Management
Minnesota
$9.87K
HI
2358
Hoey Investments
Pennsylvania
$9.56K
NMG
2359
New Millennium Group
Utah
$9.55K
WAG
2360
Wilkerson Advisory Group
Missouri
$9.55K
PWA
2361
Principia Wealth Advisory
Texas
$9.24K
DWM
2362
Dogwood Wealth Management
Kansas
$8.6K
OBWP
2363
O'Brien Wealth Partners
Massachusetts
$8.28K
HC
2364
Hoese & Co
Minnesota
$8.28K
CTWM
2365
Cherry Tree Wealth Management
Minnesota
$7.96K
MAS
2366
MPWM Advisory Solutions
Georgia
$7.96K
CAIM
2367
Catherine Avery Investment Management
Florida
$7.96K
MGI
2368
Miller Global Investments
Texas
$7.96K
EFMH
2369
E Fund Management (HK)
Hong Kong
$7.91K
BHWM
2370
Bay Harbor Wealth Management
Maryland
$7.33K
NWM
2371
Nova Wealth Management
Florida
$7.24K
CJ
2372
Caitlin John
Michigan
$6.69K
SC
2373
Swan Capital
Florida
$6.37K
SIS
2374
Strategic Investment Solutions
Illinois
$6.37K
OAJ
2375
Ogorek Anthony Joseph
New York
$6K