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 %
WG
1276
Welch Group
Alabama
$883K -$49.2K -148 -5%
LCGC
1277
Legacy Capital Group California
California
$883K -$4.31K -13 -0.5%
LI
1278
LRI Investments
Florida
$883K -$54.8K -165 -6%
BTW
1279
Boston Trust Walden
Massachusetts
$882K -$8.3K -25 -0.9%
AFCM
1280
Applied Finance Capital Management
Puerto Rico
$881K +$76K +229 +9%
LA
1281
LM Advisors
California
$880K +$880K +2,652 New
KSB
1282
Kennebec Savings Bank
Maine
$878K -$8.18K -24 -0.9%
BFIC
1283
Bedell Frazier Investment Counselling
California
$875K -$7.63K -23 -0.9%
CCG
1284
Catalina Capital Group
California
$874K +$14.3K +43 +2%
GWM
1285
Geneos Wealth Management
Colorado
$873K -$18.6K -56 -2%
BAM
1286
Belpointe Asset Management
Nevada
$870K -$14.1K -46 -2%
IAS
1287
Insigneo Advisory Services
Florida
$870K -$843K -2,540 -49%
AHL
1288
Abel Hall LLC
Louisiana
$866K +$6.64K +20 +0.8%
WFC
1289
Western Financial Corp
California
$863K -$52.1K -157 -6%
GAM
1290
Griffin Asset Management
New York
$863K
CPSC
1291
Carl P. Sherr & Co
Massachusetts
$858K -$21.2K -64 -2%
FMLI
1292
Fukoku Mutual Life Insurance
Japan
$856K
CI
1293
CX Institutional
Indiana
$852K +$52.8K +159 +7%
CM
1294
Cercano Management
Washington
$846K
RPC
1295
Rossmore Private Capital
Connecticut
$845K +$270K +815 +47%
PCA
1296
Prosperity Capital Advisors
Ohio
$844K +$83.6K +252 +11%
RFA
1297
Register Financial Advisors
Georgia
$843K -$28.5K -86 -3%
MA
1298
MONECO Advisors
Connecticut
$840K +$66.7K +201 +9%
UBG
1299
United Bank (Georgia)
Georgia
$839K +$581K +1,750 +225%
HCM
1300
Howard Capital Management
Georgia
$838K +$62.7K +189 +8%