1,615 hedge funds and large institutions have $66.2B invested in Eaton in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 549 increasing their positions, 624 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
+96
Holders Change %
+6.32%
% of All Funds
25.47%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
185
Increased
549
Reduced
624
Closed
80
Calls
$790M
Puts
$484M
Net Calls
+$306M
Net Calls Change
+$99.6M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
851
IVC Wealth Advisors
Pennsylvania
$933K -$16.5K -82 -2%
PA
852
Profund Advisors
Maryland
$933K +$78.4K +390 +9%
EWM
853
Evermay Wealth Management
Virginia
$928K -$31.4K -156 -3%
NB
854
Nicolet Bankshares
Wisconsin
$926K -$4.02K -20 -0.4%
HWP
855
Highline Wealth Partners
California
$919K
9WM
856
9258 Wealth Management
Ohio
$904K +$41.6K +207 +5%
IIM
857
InTrack Investment Management
Vermont
$901K -$276K -1,370 -23%
LIM
858
Leavell Investment Management
Alabama
$899K -$65.2K -324 -7%
CGA
859
Crescent Grove Advisors
Illinois
$898K +$201 +1 +0%
OTPPB
860
Ontario Teachers' Pension Plan Board
Ontario, Canada
$896K +$896K +4,455 New
FFS
861
Founders Financial Securities
Maryland
$893K +$18.7K +93 +2%
ARG
862
Advisory Resource Group
Oklahoma
$891K +$12.3K +61 +1%
ZF
863
Zhang Financial
Michigan
$889K
MWM
864
MorganRosel Wealth Management
Colorado
$889K +$889K +4,423 New
BWM
865
Biltmore Wealth Management
Arizona
$879K -$184K -914 -17%
APP
866
Avantax Planning Partners
Iowa
$876K +$7.44K +37 +0.9%
BIA
867
Bigelow Investment Advisors
Maine
$876K +$16.3K +81 +2%
TWI
868
Thomas White International
Illinois
$874K
CFFP
869
Center for Financial Planning
Michigan
$864K +$20.7K +103 +2%
CIBC World Market
870
CIBC World Market
Ontario, Canada
$863K -$41K -204 -5%
CDH
871
Charles D. Hyman
$858K
1WA
872
180 Wealth Advisors
Washington
$856K -$23.3K -116 -3%
GFA
873
Gallagher Fiduciary Advisors
Illinois
$856K -$91.6K -455 -10%
OF
874
Outfitter Financial
Maine
$855K
PWM
875
Perigon Wealth Management
California
$853K +$347K +1,727 +69%