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 %
AAM
751
Azzad Asset Management
Virginia
$3.28M -$809K -2,438 -20%
SFO
752
Stokes Family Office
Louisiana
$3.28M -$69K -208 -2%
GDP
753
Great Diamond Partners
Maine
$3.28M +$58.1K +175 +2%
MWM
754
MGB Wealth Management
Texas
$3.27M
CTA
755
Chesley Taft & Associates
Illinois
$3.26M +$89.6K +270 +3%
DAS
756
Dynamic Advisor Solutions
Arizona
$3.21M -$431K -1,299 -12%
LI
757
LMCG Investments
Massachusetts
$3.19M +$3.19M +9,605 New
VF
758
Virtu Financial
New York
$3.16M +$3.16M +9,533 New
EWM
759
Executive Wealth Management
Michigan
$3.16M +$304K +916 +11%
VCM
760
Voleon Capital Management
California
$3.14M +$3.14M +9,470 New
OWP
761
Obermeyer Wealth Partners
Colorado
$3.14M +$42.1K +127 +1%
Two Sigma Investments
762
Two Sigma Investments
New York
$3.14M -$6.15M -18,521 -66%
RPCONE
763
Retirement Planning Company of New England
Rhode Island
$3.13M -$24.9K -75 -0.8%
HWMO
764
Heritage Wealth Management (Ohio)
Ohio
$3.13M -$56.4K -170 -2%
CFIA
765
Cantor Fitzgerald Investment Advisors
New York
$3.12M -$85.6K -258 -3%
IWC
766
Integrated Wealth Concepts
Massachusetts
$3.07M +$238K +717 +8%
BP
767
Ballentine Partners
Massachusetts
$3.07M +$262K +790 +9%
LB
768
Legacy Bridge
Iowa
$3.07M
SIC
769
SFE Investment Counsel
California
$3.06M -$242K -729 -7%
VVP
770
Venture Visionary Partners
Ohio
$3.06M +$354K +1,068 +13%
FMB
771
Field & Main Bank
Kentucky
$3.06M -$47.1K -142 -2%
AA
772
Apriem Advisors
California
$3.06M -$44.8K -135 -1%
SA
773
Strategic Advisors
New York
$3.05M +$357K +1,075 +13%
SIC
774
Sigma Investment Counselors
Michigan
$3.05M +$2.51M +7,578 +469%
DI
775
DAGCO Inc
Ohio
$3.04M +$332K +1,000 +12%