2,439 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 298 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
2,439
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
UFPG
2401
United Financial Planning Group
New York
$5.42K
EWA
2402
EQ Wealth Advisors
Texas
$5.42K
CFP
2403
Comprehensive Financial Planning
Pennsylvania
$5.41K
PS
2404
Pinney & Scofield
Massachusetts
$5.1K
NWM
2405
Navigoe Wealth Management
California
$5K
SWA
2406
Strategic Wealth Advisors
Arizona
$5K
FGAM
2407
Financial Gravity Asset Management
Texas
$4.78K
T
2408
Tidemark
California
$4.78K
SFS
2409
Sunrise Financial Services
Washington
$4.46K
CCM
2410
Chilton Capital Management
Texas
$4.14K
PS
2411
PayPay Securities
Japan
$4.14K
OC
2412
Optima Capital
Oregon
$3.82K
HPWM
2413
High Point Wealth Management
New Jersey
$3.52K
HHGA
2414
Halbert Hargrove Global Advisors
California
$3.5K
FG
2415
Fairman Group
Pennsylvania
$3.5K
AFG
2416
Albion Financial Group
Utah
$3.5K
BC
2417
Bayforest Capital
United Kingdom
$3.5K
QWM
2418
Quaker Wealth Management
New Jersey
$3.19K
DCM
2419
Davidson Capital Management
Texas
$3.19K
PMIM
2420
Prudent Man Investment Management
Colorado
$3.19K
CSC
2421
Caldwell Sutter Capital
California
$3.19K
BCH
2422
Berkshire Capital Holdings
California
$3.19K
BFPW
2423
BOK Financial Private Wealth
Colorado
$2.87K
LA
2424
LM Advisors
California
$2.71K
BC
2425
Broadwater Capital
Massachusetts
$2.55K