2,254 hedge funds and large institutions have $107B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 294 funds opening new positions, 856 increasing their positions, 759 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
+149
Holders Change %
+7.08%
% of All Funds
30%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
0.83%
New
294
Increased
856
Reduced
759
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
426
AssetMark Inc
California
$11M +$779K +2,347 +8%
AFWM
427
AMJ Financial Wealth Management
Virginia
$10.9M -$161K -486 -1%
FNBOO
428
First National Bank of Omaha
Nebraska
$10.9M -$451K -1,360 -4%
OBAM
429
ODDO BHF Asset Management
France
$10.8M +$2.36M +7,098 +28%
SCM
430
Spring Capital Management
Texas
$10.7M +$263K +793 +3%
HFS
431
Haverford Financial Services
Pennsylvania
$10.7M -$532K -1,603 -5%
WIC
432
WealthBridge Investment Counsel
Alberta, Canada
$10.7M -$166K -500 -2%
ACM
433
Arosa Capital Management
Florida
$10.6M +$10.6M +32,000 New
Pacer Advisors
434
Pacer Advisors
Pennsylvania
$10.5M +$700K +2,110 +7%
ECM
435
ExodusPoint Capital Management
New York
$10.3M +$4.09M +12,309 +65%
AJ
436
Ashburton (Jersey)
Jersey
$10.3M -$17.3M -52,262 -63%
HIP
437
Harrell Investment Partners
Texas
$10.3M -$1.4M -4,210 -12%
EWA
438
EP Wealth Advisors
California
$10.2M +$249K +749 +2%
PAM
439
Pegasus Asset Management
New York
$10.2M -$106K -318 -1%
RWA
440
River Wealth Advisors
Pennsylvania
$10.2M +$297K +894 +3%
BCI
441
Brinker Capital Investments
Pennsylvania
$10.2M -$656K -1,976 -6%
OPS
442
Orion Portfolio Solutions
Nebraska
$10.2M -$656K -1,976 -6%
GI
443
GLOBALT Investments
Georgia
$10.1M -$170K -513 -2%
PCTC
444
Perkins Coie Trust Company
Washington
$10.1M -$142K -428 -1%
SC
445
Sagefield Capital
Texas
$10.1M -$1.05M -3,166 -9%
SCA
446
Snowden Capital Advisors
New York
$10M -$165K -498 -2%
DJSG
447
D.J. St. Germain
Massachusetts
$9.98M -$56.1K -169 -0.6%
GIBU
448
Gulf International Bank (UK)
United Kingdom
$9.96M -$414K -1,248 -4%
MFG
449
Merit Financial Group
Georgia
$9.91M +$1.68M +5,057 +20%
RG
450
Rathbones Group
United Kingdom
$9.9M -$186K -560 -2%