2,105 hedge funds and large institutions have $105B invested in Eaton in 2024 Q3 according to their latest regulatory filings, with 199 funds opening new positions, 857 increasing their positions, 733 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,105
Holders Change
+48
Holders Change %
+2.33%
% of All Funds
30.45%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1%
New
199
Increased
857
Reduced
733
Closed
122
Calls
$1.18B
Puts
$820M
Net Calls
+$361M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Shares
Change %
HP
1201
Hartree Partners
New York
$911K +$580K +1,750 +175%
SAM
1202
Secure Asset Management
Michigan
$910K +$73.9K +223 +9%
WG
1203
Wealth Group
North Carolina
$909K +$909K +2,743 New
ST
1204
Sabal Trust
Florida
$909K +$69.6K +210 +8%
PTC
1205
Philadelphia Trust Company
Pennsylvania
$908K +$48.4K +146 +6%
EW
1206
Elyxium Wealth
California
$906K +$906K +2,733 New
PPP
1207
Private Portfolio Partners
New Jersey
$905K +$905K +2,732 New
PNC
1208
Park National Corp
Ohio
$902K -$25.9K -78 -3%
BWL
1209
Bogart Wealth LLC
Virginia
$901K +$331 +1 +0%
CA
1210
Commerzbank Aktiengesellschaft
Germany
$901K +$213K +643 +31%
GA
1211
Geller Advisors
New York
$896K +$359K +1,084 +67%
AIM
1212
Aigen Investment Management
New York
$896K +$896K +2,704 New
GWM
1213
Geneos Wealth Management
Colorado
$891K +$227K +686 +34%
ADIM
1214
Alpha DNA Investment Management
Maryland
$891K +$891K +2,688 New
BTW
1215
Boston Trust Walden
Massachusetts
$890K +$16.6K +50 +2%
LA
1216
Legacy Advisors
Pennsylvania
$890K +$165K +497 +23%
SL
1217
SWMG LLC
Texas
$888K +$888K +2,402 New
LCGC
1218
Legacy Capital Group California
California
$886K -$34.1K -103 -4%
BFIC
1219
Bedell Frazier Investment Counselling
California
$882K +$38.1K +115 +5%
UAML
1220
US Asset Management LLC
Pennsylvania
$881K -$165K -446 -16%
CPSC
1221
Carl P. Sherr & Co
Massachusetts
$879K +$331 +1 +0%
GWSG
1222
GPS Wealth Strategies Group
Colorado
$873K +$6.3K +19 +0.7%
GCA
1223
Guardian Capital Advisors
Ontario, Canada
$872K +$872K +2,663 New
AC
1224
Avestar Capital
New York
$871K +$14.9K +45 +2%
MCM
1225
Mengis Capital Management
Oregon
$871K +$26.5K +80 +3%