2,057 hedge funds and large institutions have $103B invested in Eaton in 2024 Q2 according to their latest regulatory filings, with 190 funds opening new positions, 766 increasing their positions, 794 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,057
Holders Change
+70
Holders Change %
+3.52%
% of All Funds
29.92%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.93%
New
190
Increased
766
Reduced
794
Closed
93
Calls
$1.19B
Puts
$709M
Net Calls
+$481M
Net Calls Change
-$407M
Name Holding Trade Value Shares
Change
Shares
Change %
I
976
InceptionR
California
$1.47M +$248K +790 +20%
MW
977
Marcum Wealth
Ohio
$1.46M +$3.14K +10 +0.2%
GWM
978
GDS Wealth Management
Texas
$1.46M -$101K -321 -6%
SB
979
Strategic Blueprint
Georgia
$1.46M -$40.8K -130 -3%
ZF
980
Zhang Financial
Michigan
$1.46M +$4.39K +14 +0.3%
WIA
981
World Investment Advisors
California
$1.46M +$1.46M +4,651 New
SAA
982
Southeast Asset Advisors
Georgia
$1.45M -$10.3K -33 -0.7%
CCWM
983
Correct Capital Wealth Management
Missouri
$1.45M +$220K +701 +18%
NP
984
NorthRock Partners
Minnesota
$1.45M +$103K +329 +8%
WWM
985
Western Wealth Management
Colorado
$1.45M -$393K -1,252 -21%
HWP
986
Highline Wealth Partners
California
$1.44M +$941 +3 +0.1%
RA
987
RFG Advisory
Alabama
$1.44M +$113K +361 +9%
TP
988
Tranquility Partners
Tennessee
$1.44M -$24.5K -78 -2%
IWA
989
IVC Wealth Advisors
Pennsylvania
$1.43M +$941 +3 +0.1%
NB
990
Nicolet Bankshares
Wisconsin
$1.43M -$7.84K -25 -0.5%
MIM
991
MTM Investment Management
South Carolina
$1.43M -$97.8K -312 -6%
MWM
992
Mission Wealth Management
California
$1.42M +$78.7K +251 +6%
ITIM
993
Indiana Trust & Investment Management
Indiana
$1.42M +$378K +1,205 +36%
CFFP
994
Center for Financial Planning
Michigan
$1.42M +$16.6K +53 +1%
PA
995
Procyon Advisors
Connecticut
$1.42M -$76.2K -243 -5%
GFS
996
GYL Financial Synergies
Connecticut
$1.4M -$56.1K -179 -4%
FFS
997
Founders Financial Securities
Maryland
$1.4M +$2.2K +7 +0.2%
NFA
998
Northern Financial Advisors
Michigan
$1.4M -$3.14K -10 -0.2%
SW
999
SlateStone Wealth
Florida
$1.4M -$784K -2,499 -36%
PWA
1000
Provenance Wealth Advisors
Florida
$1.39M -$28.2K -90 -2%