2,057 hedge funds and large institutions have $103B invested in Eaton in 2024 Q2 according to their latest regulatory filings, with 190 funds opening new positions, 766 increasing their positions, 794 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,057
Holders Change
+70
Holders Change %
+3.52%
% of All Funds
29.92%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.93%
New
190
Increased
766
Reduced
794
Closed
93
Calls
$1.19B
Puts
$709M
Net Calls
+$481M
Net Calls Change
-$407M
Name Holding Trade Value Shares
Change
Shares
Change %
KWMG
1251
King Wealth Management Group
Florida
$717K
TTWM
1252
TCV Trust & Wealth Management
Virginia
$716K -$21.3K -68 -3%
MA
1253
MONECO Advisors
Connecticut
$711K -$24.1K -77 -3%
CG
1254
Cynosure Group
Utah
$707K +$707K +2,254 New
SWS
1255
SYSTM Wealth Solutions
Illinois
$704K +$348K +1,109 +98%
SCP
1256
Stamos Capital Partners
California
$702K +$702K +2,240 New
NC
1257
Napatree Capital
Rhode Island
$698K -$268K -855 -28%
PP
1258
Pegasus Partners
Wisconsin
$697K +$212K +677 +44%
PCG
1259
Prosperity Consulting Group
Maryland
$696K +$70.5K +225 +11%
RIL
1260
Rothschild Investment LLC
Illinois
$695K +$94.1K +300 +16%
FMWA
1261
Forvis Mazars Wealth Advisors
Missouri
$692K +$7.84K +25 +1%
LFM
1262
LGT Fund Management
Liechtenstein
$690K
BCM
1263
BluePath Capital Management
Georgia
$690K +$134K +429 +24%
LA
1264
Legacy Advisors
Pennsylvania
$686K +$239K +761 +53%
TCWA
1265
Turtle Creek Wealth Advisors
Texas
$684K +$21.9K +70 +3%
SPWG
1266
Sage Private Wealth Group
Illinois
$684K +$22.3K +71 +3%
CAG
1267
Csenge Advisory Group
Florida
$676K -$34.2K -109 -5%
BWS
1268
Buck Wealth Strategies
Colorado
$676K -$7.45M -23,746 -92%
CP
1269
Covenant Partners
Tennessee
$675K
CBB
1270
Citizens Business Bank
California
$674K +$194K +618 +40%
APP
1271
Avantax Planning Partners
Iowa
$672K -$4.7K -15 -0.7%
HDIM
1272
Hanson & Doremus Investment Management
Vermont
$670K -$27K -86 -4%
GFP
1273
Gryphon Financial Partners
Ohio
$668K -$627 -2 -0.1%
UB
1274
Umpqua Bank
Oregon
$668K -$6.27K -20 -0.9%
FAIM
1275
Financial Advocates Investment Management
Washington
$664K -$86.2K -275 -11%