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 %
WF
1051
Welch & Forbes
Massachusetts
$500K +$20.1K +100 +4%
BDFN
1052
Bond & Devick Financial Network
Minnesota
$497K -$116K -575 -19%
NGA
1053
Naples Global Advisors
Florida
$496K -$64K -318 -11%
PP
1054
Patron Partners
Texas
$494K +$53.7K +267 +12%
PWP
1055
Phillips Wealth Planners
Mississippi
$491K -$14.7K -73 -3%
FCFC
1056
First Commonwealth Financial Corp
Pennsylvania
$490K -$3.22K -16 -0.7%
AG
1057
Appleton Group
Wisconsin
$488K
KCM
1058
KRS Capital Management
Michigan
$488K +$235K +1,170 +93%
GWP
1059
Gateway Wealth Partners
Wisconsin
$488K -$18.3K -91 -4%
AWM
1060
Axxcess Wealth Management
California
$487K +$231K +1,151 +90%
BWM
1061
BerganKDV Wealth Management
Minnesota
$484K -$64.2K -319 -12%
KOC
1062
Koss-Olinger Consulting
Florida
$484K
TSWM
1063
Tyler-Stone Wealth Management
Ohio
$483K +$483K +2,404 New
SMH
1064
Sanders Morris Harris
Texas
$483K
HC
1065
Hourglass Capital
Texas
$483K
GWM
1066
Geneos Wealth Management
Colorado
$481K +$13.7K +68 +3%
BSB
1067
Bangor Savings Bank
Maine
$480K -$50.9K -253 -10%
MA
1068
MONECO Advisors
Connecticut
$480K +$3.02K +15 +0.6%
VCA
1069
Verdence Capital Advisors
Maryland
$479K +$86.5K +430 +22%
LB
1070
Leo Brokerage
Texas
$478K +$20.9K +104 +5%
MCM
1071
Monument Capital Management
Virginia
$475K +$13.3K +66 +3%
DTL
1072
Dynamic Technology Lab
Singapore
$472K +$472K +2,348 New
FB
1073
First Bancorp
Maine
$471K
WW
1074
Westshore Wealth
California
$470K -$1.61K -8 -0.3%
CBB
1075
Citizens Business Bank
California
$467K +$122K +608 +36%