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 %
HBT
1376
Hills Bank & Trust
Iowa
$680K +$314K +947 +86%
PK
1377
Pflug Koory
Nebraska
$679K -$4.65K -14 -0.7%
PVI
1378
Pine Valley Investments
New Jersey
$679K -$13.9K -42 -2%
CRI
1379
Colonial River Investments
Virginia
$678K -$2.66K -8 -0.4%
AAM
1380
Aureus Asset Management
Massachusetts
$678K +$678K +2,042 New
PCM
1381
Pointe Capital Management
Michigan
$677K +$7.97K +24 +1%
SQA
1382
Simon Quick Advisors
New Jersey
$676K +$70.4K +212 +12%
Capstone Investment Advisors
1383
Capstone Investment Advisors
New York
$675K +$675K +2,033 New
GFP
1384
Gryphon Financial Partners
Ohio
$674K -$114K -344 -14%
WIC
1385
Woodmont Investment Counsel
Tennessee
$674K -$3.98K -12 -0.6%
TWM
1386
TCFG Wealth Management
California
$674K +$232K +700 +53%
ACP
1387
Aviance Capital Partners
Florida
$672K
AWM
1388
Aries Wealth Management
Maine
$672K
KWMG
1389
King Wealth Management Group
Florida
$672K -$45.8K -138 -6%
AEPWM
1390
Atlantic Edge Private Wealth Management
Florida
$671K -$18.3K -55 -3%
ACM
1391
Andina Capital Management
Utah
$670K +$46.1K +139 +7%
CWA
1392
CogentBlue Wealth Advisors
Tennessee
$670K +$670K +2,019 New
IA
1393
IAM Advisory
Pennsylvania
$669K +$6.64K +20 +1%
SMH
1394
Sanders Morris Harris
Texas
$669K
HIP
1395
HUB Investment Partners
Texas
$668K +$194K +584 +41%
PWMG
1396
Prestige Wealth Management Group
New Jersey
$665K +$28.2K +85 +4%
FMWA
1397
Forvis Mazars Wealth Advisors
Missouri
$665K -$58.7K -177 -8%
VWM
1398
Venturi Wealth Management
Texas
$664K +$150K +453 +29%
PW
1399
Paladin Wealth
Minnesota
$662K +$71.4K +215 +12%
SIMG
1400
Sonora Investment Management Group
Arizona
$662K +$2.66K +8 +0.4%