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 %
AEPWM
1301
Atlantic Edge Private Wealth Management
Florida
$688K +$43.4K +131 +7%
MCA
1302
MSH Capital Advisors
Arizona
$688K
FBFS
1303
First Business Financial Services
Wisconsin
$683K +$3.65K +11 +0.5%
PK
1304
Pflug Koory
Nebraska
$683K +$683K +2,061 New
CRI
1305
Colonial River Investments
Virginia
$680K +$105K +317 +18%
V
1306
ViaWealth
Kansas
$678K +$10.3K +31 +2%
SWA
1307
Sax Wealth Advisors
New Jersey
$678K +$111K +335 +20%
WIC
1308
Woodmont Investment Counsel
Tennessee
$677K
FAIM
1309
Financial Advocates Investment Management
Washington
$676K -$25.9K -78 -4%
ACP
1310
Aviance Capital Partners
Florida
$671K +$11.3K +34 +2%
AWM
1311
Aries Wealth Management
Maine
$671K +$370K +1,117 +123%
SCM
1312
Stevens Capital Management
Pennsylvania
$670K -$481K -1,452 -42%
1WM
1313
1858 Wealth Management
Ohio
$669K +$264K +798 +65%
PCM
1314
Pointe Capital Management
Michigan
$668K
AIA
1315
Angeles Investment Advisors
California
$668K
MIS
1316
Morningstar Investment Services
Illinois
$667K +$76.2K +232 +13%
ZIG
1317
Zuckerman Investment Group
Illinois
$667K +$3.65K +11 +0.6%
MIM
1318
Morningstar Investment Management
Illinois
$665K -$372K -1,078 -36%
MWM
1319
Meridian Wealth Management
Kentucky
$665K +$93.8K +283 +16%
SMH
1320
Sanders Morris Harris
Texas
$663K
MFC
1321
Mechanics Financial Corp
Ohio
$663K
IA
1322
IAM Advisory
Pennsylvania
$662K +$28.5K +86 +5%
SIMG
1323
Sonora Investment Management Group
Arizona
$658K -$14.9K -45 -2%
TIA
1324
Traphagen Investment Advisors
New Jersey
$657K +$35.5K +107 +6%
CF
1325
Centaurus Financial
California
$655K +$250K +754 +62%