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 %
EWM
1101
Evercore Wealth Management
New York
$1.27M
BI
1102
Bradyco Inc
Massachusetts
$1.26M +$1.26M +3,790 New
RA
1103
RFG Advisory
Alabama
$1.25M -$112K -336 -8%
MC
1104
Maverick Capital
Texas
$1.25M -$2.91M -8,783 -70%
FIA
1105
Foundations Investment Advisors
Arizona
$1.25M +$641K +1,933 +106%
DP
1106
Dearborn Partners
Illinois
$1.25M -$16.6K -50 -1%
TPI
1107
Trust Point Inc
Wisconsin
$1.24M +$18.6K +56 +2%
GLA
1108
Great Lakes Advisors
Illinois
$1.24M -$14.9K -45 -1%
IA
1109
IFG Advisory
Georgia
$1.24M +$1.24M +3,745 New
AAS
1110
Ameritas Advisory Services
Nebraska
$1.24M -$34.2K -103 -3%
XT
1111
XTX Topco
Cayman Islands
$1.24M +$1.24M +3,733 New
BMM
1112
Buffington Mohr McNeal
Idaho
$1.23M +$106K +319 +9%
ACIM
1113
Azimuth Capital Investment Management
Michigan
$1.23M
VAG
1114
VisionPoint Advisory Group
Texas
$1.23M -$13.9K -42 -1%
WC
1115
Waterloo Capital
Texas
$1.23M +$605K +1,823 +97%
IIA
1116
Integral Investment Advisors
California
$1.22M
RB
1117
Renasant Bank
Mississippi
$1.22M +$25.2K +76 +2%
CPA
1118
Capital Planning Advisors
California
$1.21M +$1.21M +3,631 New
SFG
1119
SevenBridge Financial Group
Pennsylvania
$1.2M
FCCM
1120
First City Capital Management
Georgia
$1.2M -$87K -262 -7%
WWM
1121
Western Wealth Management
Colorado
$1.2M -$1.12M -3,382 -48%
CCA
1122
Cobblestone Capital Advisors
New York
$1.2M
SAI
1123
Savvy Advisors Inc
New York
$1.2M -$78.7K -237 -6%
CCA
1124
Cypress Capital Advisors
Tennessee
$1.19M +$1.19M +3,591 New
DWM
1125
Diversify Wealth Management
Utah
$1.19M +$16K +47 +1%