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 %
SIM
1526
SSI Investment Management
California
$501K
IC
1527
Iconiq Capital
California
$500K +$131K +396 +36%
MCM
1528
Mendel Capital Management
Arkansas
$499K
FHA
1529
Flagship Harbor Advisors
Massachusetts
$499K -$8.96K -27 -2%
EFG
1530
Ethos Financial Group
Pennsylvania
$498K +$210K +629 +73%
LSPW
1531
Lake Street Private Wealth
Illinois
$497K -$4.65K -14 -0.9%
JSW
1532
Journey Strategic Wealth
New Jersey
$497K -$36.8K -111 -7%
HAIM
1533
Hunter Associates Investment Management
Pennsylvania
$495K +$19.6K +59 +4%
MMPW
1534
Mitchell McLeod Pugh & Williams
Alabama
$494K -$6.97K -21 -1%
LC
1535
Landaas & Company
Wisconsin
$493K
AWA
1536
AGH Wealth Advisors
Kansas
$491K +$491K +1,479 New
OWA
1537
Outlook Wealth Advisors
Texas
$489K +$38.5K +116 +9%
WPP
1538
Whalerock Point Partners
Rhode Island
$489K +$21.6K +65 +5%
PAG
1539
Paladin Advisory Group
Iowa
$487K
PPWM
1540
Paragon Private Wealth Management
Kentucky
$486K +$94.6K +285 +24%
RIG
1541
RiverFront Investment Group
Virginia
$486K +$149K +450 +44%
AGWCA
1542
Annis Gardner Whiting Capital Advisors
Florida
$484K +$97.9K +295 +25%
MA
1543
MJP Associates
Connecticut
$483K -$15.6K -47 -3%
BBA
1544
BLB&B Advisors
Pennsylvania
$482K -$12.6K -38 -3%
SOS
1545
Silver Oak Securities
Tennessee
$481K +$29.2K +88 +6%
LI
1546
Lafayette Investments
Maryland
$481K -$8.3K -25 -2%
CWM
1547
Connecticut Wealth Management
Connecticut
$480K +$71.7K +216 +18%
LWP
1548
LeClair Wealth Partners
Ohio
$479K +$479K +1,444 New
CGA
1549
Crescent Grove Advisors
Illinois
$478K -$664 -2 -0.1%
RIS
1550
Retirement Income Solutions
Michigan
$475K