1,804 hedge funds and large institutions have $82.2B invested in Eaton in 2023 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 629 increasing their positions, 662 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+156
Holders Change %
+9.47%
% of All Funds
26.44%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
0.78%
New
260
Increased
629
Reduced
662
Closed
79
Calls
$963M
Puts
$522M
Net Calls
+$441M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1326
WBH Advisory
Maryland
$335K
AR
1327
Advisory Research
Illinois
$333K -$195K -808 -37%
RCM
1328
RB Capital Management
Nevada
$331K -$437K -1,815 -57%
LA
1329
Legacy Advisors
Pennsylvania
$330K +$22.9K +95 +7%
AWA
1330
Arkadios Wealth Advisors
Georgia
$330K -$180K -748 -35%
AIM
1331
Athena Investment Management
California
$329K
MKA
1332
M. Kulyk & Associates
Georgia
$329K +$329K +1,367 New
RIA
1333
Regal Investment Advisors
Michigan
$328K +$34.9K +145 +12%
FFA
1334
Fortune Financial Advisors
Kansas
$327K -$12K -50 -4%
VWM
1335
Venturi Wealth Management
Texas
$326K +$40.7K +169 +14%
PSCM
1336
Per Stirling Capital Management
Texas
$326K -$72.2K -300 -18%
RA
1337
Rise Advisors
New York
$325K +$85.5K +355 +36%
ACM
1338
Alethea Capital Management
Washington
$325K
HFP
1339
Holistic Financial Partners
Indiana
$325K -$30.6K -127 -9%
OWA
1340
Outlook Wealth Advisors
Texas
$324K +$963 +4 +0.3%
TCM
1341
Tufton Capital Management
Maryland
$323K +$22.4K +93 +7%
QC
1342
Quent Capital
New York
$321K +$11.8K +49 +4%
EH
1343
Equitable Holdings
New York
$320K +$37.3K +155 +13%
PP
1344
Pegasus Partners
Wisconsin
$320K -$6.74K -28 -2%
DIM
1345
DLK Investment Management
California
$319K +$319K +1,326 New
WSC
1346
Wellington Shields & Co
New York
$319K +$151K +625 +89%
CW
1347
CreativeOne Wealth
Kansas
$319K +$68.4K +284 +27%
FHA
1348
Flagship Harbor Advisors
Massachusetts
$319K -$60.4K -251 -16%
OFS
1349
Orrstown Financial Services
Pennsylvania
$318K +$318K +1,322 New
HWM
1350
HFR Wealth Management
New York
$318K +$32.5K +135 +11%