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 %
AFG
1426
Allegheny Financial Group
Pennsylvania
$624K -$594K -1,789 -49%
SDIC
1427
South Dakota Investment Council
South Dakota
$622K
PCFFS
1428
Pacific Center for Financial Services
California
$621K
OFG
1429
OmniStar Financial Group
North Carolina
$619K +$14K +42 +2%
MWS
1430
MFA Wealth Services
California
$617K +$617K +1,860 New
ST
1431
Spinnaker Trust
Maine
$615K
CAM
1432
CenterStar Asset Management
Illinois
$615K +$615K +1,853 New
PWP
1433
Phillips Wealth Planners
Mississippi
$614K -$1.02K -3 -0.2%
SCG
1434
Sonata Capital Group
Washington
$609K
WFI
1435
West Family Investments
California
$604K -$13.6K -41 -2%
JSA
1436
Jacobson & Schmitt Advisors
Wisconsin
$601K
1WM
1437
1858 Wealth Management
Ohio
$600K -$69.7K -210 -10%
EWP
1438
Elevation Wealth Partners
California
$598K
AFP
1439
Ausdal Financial Partners
Iowa
$596K +$129K +390 +28%
WT
1440
Washington Trust
Rhode Island
$592K -$1.66K -5 -0.3%
CG
1441
Cynosure Group
Utah
$592K -$214K -646 -27%
CC
1442
Courier Capital
New York
$589K +$4.98K +15 +0.9%
PCS
1443
Personal CFO Solutions
New Jersey
$589K +$21.2K +64 +4%
CFG
1444
Carr Financial Group
Massachusetts
$587K
KP
1445
Keel Point
Alabama
$585K -$54.8K -165 -9%
CAM
1446
Columbia Asset Management
Michigan
$582K
ICP
1447
Impact Capital Partners
Colorado
$582K +$582K +1,755 New
CP
1448
Clarendon Private
Massachusetts
$582K +$582K +1,755 New
FI
1449
Fractal Investments
Connecticut
$581K +$315K +950 +119%
BWM
1450
Birchcreek Wealth Management
Ohio
$580K +$580K +1,748 New