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 %
HPIA
451
Hamilton Point Investment Advisors
North Carolina
$9.88M +$139K +418 +1%
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$9.87M +$2.34M +7,057 +31%
FA
453
Fiduciary Alliance
South Carolina
$9.84M +$66.4K +200 +0.7%
FCH
454
Freestone Capital Holdings
Washington
$9.71M -$140K -421 -1%
LNB
455
Ledyard National Bank
$9.68M -$1.6M -4,816 -14%
SWP
456
Stratos Wealth Partners
Ohio
$9.63M +$477K +1,436 +5%
SCM
457
Sandler Capital Management
New York
$9.63M -$7.1M -21,389 -42%
CAM
458
Carret Asset Management
New York
$9.63M -$242K -729 -2%
MSE
459
MUFG Securities EMEA
United Kingdom
$9.62M +$9.62M +28,999 New
RCW
460
Rheos Capital Works
Japan
$9.62M -$6.97M -21,000 -42%
BFS
461
Bradley Foster & Sargent
Connecticut
$9.59M +$2M +6,022 +26%
AWM
462
Avitas Wealth Management
California
$9.55M +$66.4K +200 +0.7%
AUB
463
Atlantic Union Bankshares
Virginia
$9.54M -$156K -471 -2%
WAM
464
Winslow Asset Management
Ohio
$9.54M -$239K -719 -2%
PPW
465
Parcion Private Wealth
Washington
$9.5M +$7.21M +21,719 +314%
BIM
466
Bridges Investment Management
Nebraska
$9.44M -$569K -1,716 -6%
LSA
467
L & S Advisors
California
$9.41M -$3.11M -9,371 -25%
MGWM
468
Marks Group Wealth Management
Minnesota
$9.4M -$531K -1,601 -5%
AAS
469
Annex Advisory Services
Wisconsin
$9.37M +$388K +1,169 +4%
ECM
470
Estabrook Capital Management
New York
$9.33M -$835K -2,515 -8%
SCM
471
Sirios Capital Management
Massachusetts
$9.3M +$190K +573 +2%
DADC
472
D.A. Davidson & Co
Montana
$9.15M +$610K +1,838 +7%
Jones Financial Companies
473
Jones Financial Companies
Missouri
$9.15M +$3.44M +10,351 +60%
MIP
474
Marietta Investment Partners
Wisconsin
$9.12M +$831K +2,503 +10%
JWM
475
Jackson Wealth Management
Florida
$9.12M -$100K -302 -1%