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 %
SC
1351
SouthState Corp
Florida
$733K
PCP
1352
Proficio Capital Partners
Massachusetts
$732K +$159K +478 +28%
OCM
1353
Orion Capital Management
California
$731K -$73K -220 -9%
EBT
1354
Enterprise Bank & Trust
Massachusetts
$730K +$366K +1,102 +100%
FA
1355
Fermata Advisors
California
$724K +$433K +1,305 +149%
CW
1356
CreativeOne Wealth
Kansas
$724K -$220K -662 -23%
NWAG
1357
Net Worth Advisory Group
Utah
$717K +$332 +1 +0%
CP
1358
Covenant Partners
Tennessee
$715K
PCP
1359
Perbak Capital Partners
United Kingdom
$710K +$710K +2,139 New
HDIM
1360
Hanson & Doremus Investment Management
Vermont
$709K
DBIA
1361
Dumont & Blake Investment Advisors
New Jersey
$706K -$664 -2 -0.1%
ABTD
1362
Arvest Bank Trust Division
Oklahoma
$706K +$706K +2,126 New
GFG
1363
Greystone Financial Group
Michigan
$703K +$156K +470 +29%
FIM
1364
Freedom Investment Management
Connecticut
$701K -$107K -321 -13%
CWM
1365
Cornerstone Wealth Management
Missouri
$700K +$128K +385 +22%
LBC
1366
Leigh Baldwin & Co
New York
$698K +$698K +2,102 New
GCP
1367
GSA Capital Partners
United Kingdom
$697K +$402K +1,210 +136%
CBB
1368
Citizens Business Bank
California
$697K -$1.13M -1,311 -62%
BAM
1369
BOCHK Asset Management
Hong Kong
$697K -$7.59M -22,880 -92%
Boston Partners
1370
Boston Partners
Massachusetts
$695K -$16.3K -49 -2%
VCA
1371
Verdence Capital Advisors
Maryland
$692K -$5.64K -17 -0.8%
APP
1372
Avantax Planning Partners
Iowa
$692K +$1.99K +6 +0.3%
FBFS
1373
First Business Financial Services
Wisconsin
$684K
EWA
1374
EverSource Wealth Advisors
Alabama
$682K +$71.7K +216 +12%
CIA
1375
Cascade Investment Advisors
Oregon
$682K -$8.3K -25 -1%