2,451 hedge funds and large institutions have $161B invested in Eaton in 2025 Q4 according to their latest regulatory filings, with 304 funds opening new positions, 926 increasing their positions, 892 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: 926 | Existing positions reduced: 892

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
2,451
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
BHWM
2401
Bay Harbor Wealth Management
Maryland
$7.33K
NWM
2402
Nova Wealth Management
Florida
$7.24K
CJ
2403
Caitlin John
Michigan
$6.69K
SC
2404
Swan Capital
Florida
$6.37K
SIS
2405
Strategic Investment Solutions
Illinois
$6.37K
OAJ
2406
Ogorek Anthony Joseph
New York
$6K
B
2407
Birchbrook
Maine
$5.73K
CC
2408
Corsicana & Co
Texas
$5.73K
HFS
2409
Horizon Financial Services
North Carolina
$5.73K
CCMW
2410
Cypress Capital Management (Wyoming)
Wyoming
$5.73K
FW
2411
Fairway Wealth
Ohio
$5.42K
CWA
2412
Carolina Wealth Advisors
South Carolina
$5.42K
EWA
2413
EQ Wealth Advisors
Texas
$5.42K
UFPG
2414
United Financial Planning Group
New York
$5.42K
CFP
2415
Comprehensive Financial Planning
Pennsylvania
$5.41K
PS
2416
Pinney & Scofield
Massachusetts
$5.1K
NWM
2417
Navigoe Wealth Management
California
$5K
SWA
2418
Strategic Wealth Advisors
Arizona
$5K
FGAM
2419
Financial Gravity Asset Management
Texas
$4.78K
T
2420
Tidemark
California
$4.78K
SFS
2421
Sunrise Financial Services
Washington
$4.46K
CCM
2422
Chilton Capital Management
Texas
$4.14K
PS
2423
PayPay Securities
Japan
$4.14K
OC
2424
Optima Capital
Oregon
$3.82K
HPWM
2425
High Point Wealth Management
New Jersey
$3.52K