1,987 hedge funds and large institutions have $103B invested in Eaton in 2024 Q1 according to their latest regulatory filings, with 280 funds opening new positions, 670 increasing their positions, 755 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+183
Holders Change %
+10.14%
% of All Funds
28.8%
Holding in Top 10
71
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.96%
% of All Funds
1.03%
New
280
Increased
670
Reduced
755
Closed
74
Calls
$1.59B
Puts
$706M
Net Calls
+$887M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIS
1326
Steward Partners Investment Solutions
Oregon
$523K +$523K +1,674 New
FWP
1327
Firethorn Wealth Partners
Georgia
$523K -$30.9K -99 -6%
DCM
1328
Dudley Capital Management
Virginia
$522K -$96.7K -310 -16%
CWM
1329
Cornerstone Wealth Management
Missouri
$521K -$16.6K -53 -3%
MIS
1330
Morningstar Investment Services
Illinois
$519K -$339K -1,078 -39%
RA
1331
Rise Advisors
New York
$516K +$93.8K +300 +22%
JF
1332
Joule Financial
Kentucky
$511K -$9.41K -30 -2%
BCV
1333
Banque Cantonale Vaudoise
Switzerland
$507K -$906K -2,899 -64%
TNAM
1334
Terra Nova Asset Management
New York
$506K
VCP
1335
Verus Capital Partners
Arizona
$506K +$13.4K +43 +3%
AO
1336
Advisor OS
Illinois
$502K +$199K +637 +66%
KCMH
1337
Keywise Capital Management (HK)
Hong Kong
$500K +$500K +1,600 New
GA
1338
Geller Advisors
New York
$499K -$200K -641 -29%
SF
1339
Symphony Financial
Texas
$497K +$18.1K +58 +4%
WFI
1340
West Family Investments
California
$497K +$11.9K +38 +2%
ANTB
1341
AMG National Trust Bank
Colorado
$495K
LCM
1342
LVM Capital Management
Michigan
$495K +$26.6K +85 +6%
HA
1343
Harfst & Associates
Wyoming
$494K -$9.69K -31 -2%
WA
1344
WBH Advisory
Maryland
$494K +$59.4K +190 +14%
AC
1345
Abbrea Capital
California
$494K +$37.5K +120 +8%
TLCM
1346
Twin Lakes Capital Management
California
$491K
CG
1347
Clarus Group
Texas
$490K
PFA
1348
Pathway Financial Advisors
Vermont
$488K
RPWA
1349
Regent Peak Wealth Advisors
Georgia
$485K +$4.07K +13 +0.8%
LI
1350
LVZ Inc
Michigan
$484K +$23.8K +76 +5%