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
HHGA
2426
Halbert Hargrove Global Advisors
California
$3.5K
FG
2427
Fairman Group
Pennsylvania
$3.5K
AFG
2428
Albion Financial Group
Utah
$3.5K
BC
2429
Bayforest Capital
United Kingdom
$3.5K
QWM
2430
Quaker Wealth Management
New Jersey
$3.19K
DCM
2431
Davidson Capital Management
Texas
$3.19K
PMIM
2432
Prudent Man Investment Management
Colorado
$3.19K
CSC
2433
Caldwell Sutter Capital
California
$3.19K
BCH
2434
Berkshire Capital Holdings
California
$3.19K
BFPW
2435
BOK Financial Private Wealth
Colorado
$2.87K
LA
2436
LM Advisors
California
$2.71K
BC
2437
Broadwater Capital
Massachusetts
$2.55K
BGA
2438
Battery Global Advisors
Massachusetts
$2.43K
SA
2439
Seneschal Advisors
Washington
$1.91K
W
2440
WealthCollab
Washington
$1.91K
LWANC
2441
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.91K
BGWM
2442
Bridge Generations Wealth Management
Florida
$1.59K
MNA
2443
Manning & Napier Advisors
New York
$1.28K
RWS
2444
Retirement Wealth Solutions
Wisconsin
$1.27K
BIM
2445
Breakwater Investment Management
Washington
$1.27K
DWA
2446
Delos Wealth Advisors
Texas
$1.27K
APW
2447
Atlantic Private Wealth
North Carolina
$1.27K
MCA
2448
McGuire Capital Advisors
Oklahoma
$1.27K
IPS
2449
Investors Portfolio Services
Washington
$1.05K
TC
2450
Trust Company
Kansas
$956