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 %
IAIM
1076
Industrial Alliance Investment Management
Quebec, Canada
$465K -$8.29M -41,160 -95%
KWMG
1077
King Wealth Management Group
Florida
$465K
CFO
1078
Collective Family Office
Pennsylvania
$465K
RB
1079
Rodgers Brothers
Pennsylvania
$463K +$6.03K +30 +1%
AC
1080
ASB Consultores
Florida
$461K -$24.9K -124 -5%
MA
1081
Mutual Advisors
Nebraska
$460K +$8.85K +44 +2%
FFA
1082
Founders Financial Alliance
North Carolina
$454K -$15.5K -77 -3%
GA
1083
Geller Advisors
New York
$453K +$453K +2,252 New
FPAS
1084
Focus Partners Advisor Solutions
Missouri
$453K -$4.63K -23 -1%
HDIM
1085
Hanson & Doremus Investment Management
Vermont
$452K -$52.3K -260 -10%
WEG
1086
World Equity Group
Illinois
$452K +$20.7K +103 +5%
TW
1087
Transform Wealth
Colorado
$452K -$133K -662 -23%
ACP
1088
Aviance Capital Partners
Florida
$451K
FA
1089
Faithward Advisors
Pennsylvania
$450K +$450K +2,060 New
MCA
1090
MSH Capital Advisors
Arizona
$446K
RSWM
1091
Robertson Stephens Wealth Management
California
$446K -$6.84K -34 -2%
WBC
1092
West Branch Capital
Massachusetts
$446K
SWS
1093
SYSTM Wealth Solutions
Illinois
$441K +$12.3K +61 +3%
V
1094
VeraBank
Texas
$441K
SS
1095
Sunbelt Securities
Texas
$439K -$8.25K -41 -2%
KP
1096
Keel Point
Alabama
$436K +$18.5K +92 +4%
RWA
1097
Ropes Wealth Advisors
Massachusetts
$435K +$125K +624 +41%
GLA
1098
Good Life Advisors
Pennsylvania
$435K +$62.7K +312 +17%
BW
1099
Bison Wealth
Georgia
$435K +$435K +2,161 New
SRSA
1100
S.R. Schill & Associates
Washington
$432K