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 %
JWCA
876
J.W. Cole Advisors
Florida
$2.27M +$228K +686 +11%
CWA
877
Crux Wealth Advisors
California
$2.26M +$2.26M +6,822 New
BC
878
Burney Company
Virginia
$2.25M -$160K -481 -7%
RFA
879
Resurgent Financial Advisors
Georgia
$2.25M -$61.7K -186 -3%
SIC
880
Samalin Investment Counsel
New York
$2.25M -$12.3K -37 -0.5%
VT
881
Vise Technologies
New York
$2.23M +$1.24M +3,730 +125%
IUHSA
882
Itau Unibanco Holding S.A.
Brazil
$2.22M -$1.72M -5,168 -44%
AWM
883
Aviso Wealth Management
Washington
$2.22M -$8.3K -25 -0.4%
KCM
884
Kennondale Capital Management
Virginia
$2.22M +$2.22M +6,676 New
SF
885
Summit Financial
New Jersey
$2.21M +$1.18M +3,543 +113%
BDL
886
Bey-Douglas LLC
Georgia
$2.21M -$31.5K -95 -1%
AWA
887
Aaron Wealth Advisors
Illinois
$2.21M -$18.6K -56 -0.8%
ZIM
888
Zacks Investment Management
Illinois
$2.21M +$42.8K +129 +2%
JFG
889
Jefferies Financial Group
New York
$2.2M -$2.52M -7,604 -53%
FHB
890
First Hawaiian Bank
Hawaii
$2.19M -$6.31K -19 -0.3%
JCM
891
Jacobi Capital Management
Pennsylvania
$2.18M -$37.2K -112 -2%
ACA
892
Atlas Capital Advisors
Wyoming
$2.18M -$20.6K -62 -0.9%
CICC
893
Capital Investment Counsel (Colorado)
Colorado
$2.18M
TIA
894
Trust Investment Advisors
Indiana
$2.18M +$208K +628 +11%
MMA
895
Miracle Mile Advisors
California
$2.18M +$271K +816 +14%
MFG
896
Monte Financial Group
Connecticut
$2.18M -$2.86M -8,628 -57%
MWM
897
Modern Wealth Management
Kansas
$2.17M +$135K +408 +7%
RWM
898
Ritholtz Wealth Management
New York
$2.16M +$70.4K +212 +3%
DWM
899
Darwin Wealth Management
Florida
$2.15M -$332 -1 -0%
YIH
900
Y-Intercept (HK)
Hong Kong
$2.15M +$2.15M +6,470 New