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 %
PCG
1326
Prosperity Consulting Group
Maryland
$782K +$66K +199 +9%
BWS
1327
Buck Wealth Strategies
Colorado
$773K +$312K +939 +68%
YP
1328
YANKCOM Partnership
South Dakota
$773K +$773K +2,329 New
TWP
1329
Triad Wealth Partners
Kansas
$772K +$772K +2,326 New
WI
1330
Wedgewood Investors
Pennsylvania
$771K
SIA
1331
Soltis Investment Advisors
Utah
$770K +$76K +229 +11%
PI
1332
PGGM Investments
Netherlands
$765K
CFMC
1333
Curbstone Financial Management Corp
New Hampshire
$765K
TAM
1334
Titleist Asset Management
Texas
$764K +$254K +766 +50%
KJHP
1335
K.J. Harrison & Partners
Ontario, Canada
$764K +$764K +2,300 New
TTWM
1336
TCV Trust & Wealth Management
Virginia
$761K +$3.98K +12 +0.5%
SWA
1337
Sax Wealth Advisors
New Jersey
$761K +$82K +247 +12%
SCP
1338
Stamos Capital Partners
California
$760K +$488K +1,470 +179%
SWM
1339
Sculati Wealth Management
Michigan
$755K +$133K +400 +21%
CSPIA
1340
Cary Street Partners Investment Advisory
Virginia
$754K -$2.06M -6,221 -73%
EWM
1341
Elmwood Wealth Management
California
$753K +$1.66K +5 +0.2%
Arrowstreet Capital
1342
Arrowstreet Capital
Massachusetts
$753K -$82.9M -249,845 -99%
SS
1343
Sunbelt Securities
Texas
$750K -$105K -317 -12%
UAML
1344
US Asset Management LLC
Pennsylvania
$749K -$41.8K -126 -5%
HNWAG
1345
High Net Worth Advisory Group
Florida
$747K -$41.5K -125 -5%
ACM
1346
AUA Capital Management
Pennsylvania
$747K
UB
1347
Umpqua Bank
Oregon
$745K +$16.3K +48 +2%
AW
1348
Alteri Wealth
California
$738K +$738K +2,224 New
A
1349
Allianz
Germany
$738K -$715K -2,151 -49%
GS
1350
GTS Securities
New York
$734K -$602K -1,815 -45%