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 %
IP
1476
Isthmus Partners
Wisconsin
$546K +$546K +1,644 New
LCM
1477
LVM Capital Management
Michigan
$545K +$13.6K +41 +3%
FMTC
1478
Farmers & Merchants Trust Company
California
$544K +$10.6K +32 +2%
FFN
1479
Focus Financial Network
Minnesota
$544K -$186K -559 -25%
FPW
1480
Fairvoy Private Wealth
Alabama
$543K +$543K +1,635 New
PFA
1481
Pathway Financial Advisors
Vermont
$542K +$18.6K +56 +4%
SIM
1482
Sentry Investment Management
Wisconsin
$541K -$88K -265 -14%
RDWM
1483
Red Door Wealth Management
Tennessee
$540K +$15.3K +46 +3%
DAS
1484
Diversify Advisory Services
Utah
$539K +$168K +491 +45%
DCM
1485
Dudley Capital Management
Virginia
$539K
KFI
1486
Key Financial Inc
Pennsylvania
$538K +$208K +628 +63%
TNAM
1487
Terra Nova Asset Management
New York
$537K
WA
1488
WBH Advisory
Maryland
$534K +$9.96K +30 +2%
RWMG
1489
Redwood Wealth Management Group
New Jersey
$534K +$20.6K +62 +4%
RPWA
1490
Regent Peak Wealth Advisors
Georgia
$532K +$532K +1,604 New
FNBTCON
1491
First National Bank & Trust Co of Newtown
Pennsylvania
$532K -$690K -2,080 -56%
CFM
1492
Catalyst Funds Management
Australia
$531K -$664K -2,000 -56%
CIM
1493
Contravisory Investment Management
Massachusetts
$530K -$89.3K -269 -14%
SC
1494
Sepio Capital
Utah
$530K +$15.6K +47 +3%
FWP
1495
Firethorn Wealth Partners
Georgia
$529K +$664 +2 +0.1%
CAL
1496
Capital Advisors Ltd
Ohio
$527K
SOW
1497
State of Wyoming
Wyoming
$527K +$75.7K +228 +17%
COFSG
1498
Carbahal Olsen Financial Services Group
California
$527K +$527K +1,587 New
CFA
1499
CWS Financial Advisors
Michigan
$524K
TA
1500
Townsend & Associates
Colorado
$524K