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
SWA
2401
Strategic Wealth Advisors
Arizona
$5K
FGAM
2402
Financial Gravity Asset Management
Texas
$4.78K
T
2403
Tidemark
California
$4.78K
SFS
2404
Sunrise Financial Services
Washington
$4.46K
CCM
2405
Chilton Capital Management
Texas
$4.14K
PS
2406
PayPay Securities
Japan
$4.14K
OC
2407
Optima Capital
Oregon
$3.82K
HPWM
2408
High Point Wealth Management
New Jersey
$3.52K
HHGA
2409
Halbert Hargrove Global Advisors
California
$3.5K
FG
2410
Fairman Group
Pennsylvania
$3.5K
AFG
2411
Albion Financial Group
Utah
$3.5K
BC
2412
Bayforest Capital
United Kingdom
$3.5K
QWM
2413
Quaker Wealth Management
New Jersey
$3.19K
DCM
2414
Davidson Capital Management
Texas
$3.19K
PMIM
2415
Prudent Man Investment Management
Colorado
$3.19K
CSC
2416
Caldwell Sutter Capital
California
$3.19K
BCH
2417
Berkshire Capital Holdings
California
$3.19K
BFPW
2418
BOK Financial Private Wealth
Colorado
$2.87K
LA
2419
LM Advisors
California
$2.71K
BC
2420
Broadwater Capital
Massachusetts
$2.55K
BGA
2421
Battery Global Advisors
Massachusetts
$2.43K
W
2422
WealthCollab
Washington
$1.91K
SA
2423
Seneschal Advisors
Washington
$1.91K
LWANC
2424
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.91K
BGWM
2425
Bridge Generations Wealth Management
Florida
$1.59K