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 %
SDIC
1351
South Dakota Investment Council
South Dakota
$621K
PCFFS
1352
Pacific Center for Financial Services
California
$620K
CIM
1353
Contravisory Investment Management
Massachusetts
$619K +$40.4K +122 +7%
WFI
1354
West Family Investments
California
$617K +$90.8K +274 +17%
ST
1355
Spinnaker Trust
Maine
$614K
PWP
1356
Phillips Wealth Planners
Mississippi
$614K -$6.48K -19 -1%
KIM
1357
Kestra Investment Management
Texas
$613K +$613K +1,850 New
EWA
1358
EverSource Wealth Advisors
Alabama
$610K +$20.6K +62 +3%
GGHC
1359
Gilder Gagnon Howe & Co
New York
$609K -$29.8K -90 -5%
SCG
1360
Sonata Capital Group
Washington
$608K
FIA
1361
Foundations Investment Advisors
Arizona
$607K +$89.8K +271 +17%
SFS
1362
Summit Financial Strategies
Ohio
$607K -$33.5K -101 -5%
SQA
1363
Simon Quick Advisors
New Jersey
$605K +$21.9K +66 +4%
OFG
1364
OmniStar Financial Group
North Carolina
$603K +$603K +1,816 New
SCM
1365
Sterling Capital Management
North Carolina
$601K +$601K +1,814 New
JSA
1366
Jacobson & Schmitt Advisors
Wisconsin
$601K -$50K -151 -8%
EWP
1367
Elevation Wealth Partners
California
$598K
WT
1368
Washington Trust
Rhode Island
$593K +$73.6K +222 +14%
PW
1369
Paladin Wealth
Minnesota
$590K +$590K +1,780 New
TW
1370
Transform Wealth
Colorado
$590K
CCG
1371
Ceeto Capital Group
Florida
$588K +$332K +1,000 +129%
KAS
1372
KPP Advisory Services
Kentucky
$588K +$330K +996 +128%
CFG
1373
Carr Financial Group
Massachusetts
$586K -$47.7K -144 -8%
TA
1374
TrueWealth Advisors
Alabama
$585K -$19.6K -59 -3%
CC
1375
Courier Capital
New York
$584K +$994 +3 +0.2%