2,105 hedge funds and large institutions have $105B invested in Eaton in 2024 Q3 according to their latest regulatory filings, with 199 funds opening new positions, 857 increasing their positions, 733 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,105
Holders Change
+48
Holders Change %
+2.33%
% of All Funds
30.45%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1%
New
199
Increased
857
Reduced
733
Closed
122
Calls
$1.18B
Puts
$820M
Net Calls
+$361M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Shares
Change %
XF
1551
XML Financial
Maryland
$385K +$21.5K +65 +6%
Financial Engines Advisors
1552
Financial Engines Advisors
California
$385K +$385K +1,162 New
ACC
1553
Acorn Creek Capital
Colorado
$385K -$1.66K -5 -0.4%
AC
1554
ASB Consultores
Florida
$385K -$53.7K -162 -12%
SSW
1555
Stone Summit Wealth
Florida
$385K -$33.1K -100 -8%
LWMM
1556
Legacy Wealth Management (Mississippi)
Mississippi
$385K +$385K +1,161 New
RZH
1557
Relyea Zuckerberg Hanson
Connecticut
$382K +$11.3K +34 +3%
AIM
1558
Athena Investment Management
California
$381K -$16.6K -50 -4%
DFG
1559
Delta Financial Group
New Jersey
$381K +$52.3K +158 +16%
TWA
1560
Tandem Wealth Advisors
Arizona
$379K +$10.3K +31 +3%
SWA
1561
Stratos Wealth Advisors
Ohio
$377K -$9.62K -29 -2%
SRL
1562
Scientech Research LLC
New Jersey
$377K -$1.53M -4,608 -80%
CS
1563
Cannell & Spears
New York
$375K
CG
1564
Clifford Group
Massachusetts
$375K
DAS
1565
Diversify Advisory Services
Utah
$374K -$92.1K -268 -20%
LA
1566
LVW Advisors
New York
$373K -$331 -1 -0.1%
AIA
1567
Alera Investment Advisors
Illinois
$372K +$117K +354 +46%
SCM
1568
Schnieders Capital Management
California
$371K +$60.7K +183 +20%
BFG
1569
Berger Financial Group
Minnesota
$370K +$51K +154 +16%
QWP
1570
Quotient Wealth Partners
Texas
$369K -$24.5K -74 -6%
FCFC
1571
First Commonwealth Financial Corp
Pennsylvania
$368K +$368K +1,111 New
IC
1572
Iconiq Capital
California
$368K +$368K +1,110 New
LWM
1573
Lyell Wealth Management
California
$367K
APG
1574
Abacus Planning Group
South Carolina
$367K +$11.9K +36 +3%
HBT
1575
Hills Bank & Trust
Iowa
$366K +$3.98K +12 +1%