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 %
AWM
1251
Avior Wealth Management
Nebraska
$927K +$66.1K +199 +8%
IIC
1252
Ironwood Investment Counsel
Arizona
$926K -$14.3K -43 -2%
1SB
1253
1ST Source Bank
Indiana
$923K -$8.96K -27 -1%
PNC
1254
Park National Corp
Ohio
$922K +$19.2K +58 +2%
CCG
1255
Ceeto Capital Group
Florida
$920K +$332K +1,000 +56%
MCM
1256
Mengis Capital Management
Oregon
$920K +$48.1K +145 +6%
FPL
1257
Fortress Private Ledger
North Carolina
$914K +$914K +2,755 New
PP
1258
Patron Partners
Texas
$914K -$15.9K -48 -2%
CCFM
1259
Clear Creek Financial Management
Washington
$914K +$433K +1,305 +90%
HP
1260
Hartree Partners
New York
$913K
ST
1261
Sabal Trust
Florida
$910K
PPP
1262
Private Portfolio Partners
New Jersey
$909K +$2.32K +7 +0.3%
BIA
1263
Bigelow Investment Advisors
Maine
$908K -$102K -308 -10%
BWL
1264
Bogart Wealth LLC
Virginia
$902K -$332 -1 -0%
MCM
1265
Manchester Capital Management
Vermont
$900K -$146K -440 -14%
MWM
1266
Modera Wealth Management
New Jersey
$900K -$216K -651 -19%
WG
1267
Wealth Group
North Carolina
$899K -$11.3K -34 -1%
WPW
1268
Waldron Private Wealth
Pennsylvania
$898K +$59.1K +178 +7%
JWA
1269
JFS Wealth Advisors
Pennsylvania
$897K -$69K -208 -7%
PWM
1270
Pines Wealth Management
North Carolina
$896K +$896K +2,623 New
WEG
1271
World Equity Group
Illinois
$894K +$28.2K +85 +3%
TWM
1272
Tradition Wealth Management
Minnesota
$890K -$25.9K -78 -3%
SL
1273
SWMG LLC
Texas
$889K -$2.23K -6 -0.2%
FCM
1274
Fieldview Capital Management
Michigan
$889K +$889K +2,678 New
GP
1275
Guardian Partners
Canada
$885K +$885K +2,563 New