2,057 hedge funds and large institutions have $103B invested in Eaton in 2024 Q2 according to their latest regulatory filings, with 190 funds opening new positions, 766 increasing their positions, 794 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,057
Holders Change
+70
Holders Change %
+3.52%
% of All Funds
29.92%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.93%
New
190
Increased
766
Reduced
794
Closed
93
Calls
$1.19B
Puts
$709M
Net Calls
+$481M
Net Calls Change
-$407M
Name Holding Trade Value Shares
Change
Shares
Change %
EWP
1351
Elevation Wealth Partners
California
$565K
PRC
1352
Pearl River Capital
Michigan
$565K +$565K +1,802 New
MIS
1353
Morningstar Investment Services
Illinois
$565K +$45.9K +146 +9%
AO
1354
Advisor OS
Illinois
$559K +$55.8K +178 +11%
TW
1355
Transform Wealth
Colorado
$558K -$35.4K -113 -6%
FFN
1356
Focus Financial Network
Minnesota
$557K +$106K +341 +24%
SQA
1357
Simon Quick Advisors
New Jersey
$552K +$130K +413 +31%
CC
1358
Courier Capital
New York
$551K
CAM
1359
Columbia Asset Management
Michigan
$550K +$2.19K +7 +0.4%
WG
1360
Winton Group
United Kingdom
$550K -$2.11M -6,741 -79%
KP
1361
Keel Point
Alabama
$549K +$10K +34 +2%
BPC
1362
Banque Pictet & Cie
Switzerland
$549K -$6.51M -20,750 -92%
SFP
1363
Shepherd Financial Partners
Massachusetts
$548K +$314 +1 +0.1%
CIM
1364
Contravisory Investment Management
Massachusetts
$547K -$55.2K -176 -9%
SIM
1365
Sentry Investment Management
Wisconsin
$544K -$111K -355 -17%
CRI
1366
Colonial River Investments
Virginia
$544K +$1.88K +6 +0.3%
RPC
1367
Rossmore Private Capital
Connecticut
$542K
PCS
1368
Personal CFO Solutions
New Jersey
$542K -$44.5K -142 -8%
EWA
1369
EverSource Wealth Advisors
Alabama
$542K +$167K +547 +44%
RA
1370
Rise Advisors
New York
$540K +$22.6K +72 +4%
CWM
1371
Cornerstone Wealth Management
Missouri
$540K +$18.2K +58 +3%
MWM
1372
Meridian Wealth Management
Kentucky
$540K +$540K +1,722 New
FAFN
1373
First Affirmative Financial Network
Colorado
$539K -$64.6K -206 -11%
NSAM
1374
North Star Asset Management
Wisconsin
$538K -$12.5K -40 -2%
SWA
1375
Sax Wealth Advisors
New Jersey
$536K +$151K +481 +39%