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 %
PWP
1226
Prasad Wealth Partners
Ohio
$979K +$979K +2,949 New
GSB
1227
Greenfield Savings Bank
Massachusetts
$978K
GD
1228
Grandfield & Dodd
New York
$977K -$16.6K -50 -2%
SAM
1229
Secure Asset Management
Michigan
$973K +$62.4K +188 +7%
AC
1230
Avestar Capital
New York
$972K +$99.9K +301 +11%
CWM
1231
Castle Wealth Management
Florida
$971K -$21.6K -65 -2%
KCM
1232
KRS Capital Management
Michigan
$963K -$19.9K -60 -2%
FWTB
1233
First Western Trust Bank
Colorado
$957K +$1.66K +5 +0.2%
PWM
1234
Palumbo Wealth Management
New York
$955K +$1.66K +5 +0.2%
1W
1235
1776 Wealth
Georgia
$948K
EWM
1236
Evermay Wealth Management
Virginia
$947K -$73K -220 -7%
PCM
1237
Penserra Capital Management
California
$946K +$245K +741 +35%
VIPI
1238
Vista Investment Partners II
Indiana
$945K +$945K +2,849 New
BCA
1239
Bay Colony Advisors
Massachusetts
$945K -$21.2K -64 -2%
SPWG
1240
Sage Private Wealth Group
Illinois
$944K -$5.98K -18 -0.6%
LSA
1241
Lion Street Advisors
Texas
$938K +$173K +520 +23%
BCM
1242
Brookstone Capital Management
Illinois
$936K +$17.9K +54 +2%
SIA
1243
Schear Investment Advisers
Ohio
$935K +$935K +2,817 New
HFBOT
1244
Home Federal Bank of Tennessee
Tennessee
$935K
HW
1245
Hancock Whitney
Mississippi
$931K
ACGA
1246
Atlanta Consulting Group Advisors
Georgia
$931K -$16.9K -51 -2%
WAM
1247
Wolverine Asset Management
Illinois
$929K -$232K -700 -20%
BCG
1248
Breakwater Capital Group
New Jersey
$929K +$15.3K +46 +2%
LW
1249
Linscomb Wealth
Texas
$929K +$9.62K +29 +1%
HKIMG
1250
Hutchens & Kramer Investment Management Group
Indiana
$928K -$69.4K -209 -7%