2,057 hedge funds and large institutions have $103B invested in Eaton in 2024 Q2 according to their latest regulatory filings, with 190 funds opening new positions, 766 increasing their positions, 794 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,057
Holders Change
+70
Holders Change %
+3.52%
% of All Funds
29.92%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.93%
New
190
Increased
766
Reduced
794
Closed
93
Calls
$1.19B
Puts
$709M
Net Calls
+$481M
Net Calls Change
-$407M
Name Holding Trade Value Shares
Change
Shares
Change %
BOSSRA
1576
B.O.S.S. Retirement Advisors
Utah
$336K +$53.3K +170 +19%
APG
1577
Abacus Planning Group
South Carolina
$336K +$73.4K +234 +28%
RDWM
1578
Red Door Wealth Management
Tennessee
$334K -$44.2K -141 -12%
BP
1579
BBR Partners
New York
$333K -$419K -1,336 -56%
MKA
1580
M. Kulyk & Associates
Georgia
$333K -$72.7K -232 -18%
ANB
1581
Amarillo National Bank
Texas
$333K -$65.5K -209 -16%
CWM
1582
Compass Wealth Management
Connecticut
$332K
CAC
1583
Certified Advisory Corp
Florida
$332K +$66.5K +212 +25%
PMFA
1584
Plante Moran Financial Advisors
Michigan
$332K
TWA
1585
Talisman Wealth Advisors
New Jersey
$332K -$12.9K -41 -4%
SRSA
1586
S.R. Schill & Associates
Washington
$331K +$314 +1 +0.1%
CWA
1587
Consilium Wealth Advisory
Texas
$331K -$12.5K -40 -4%
BMC
1588
Beaton Management Company
Massachusetts
$330K
ET
1589
Equitable Trust
Tennessee
$330K +$98.5K +314 +43%
KBFS
1590
Kohmann Bosshard Financial Services
Ohio
$329K
VP
1591
Verum Partners
North Carolina
$329K +$19.1K +61 +6%
OL
1592
OneFund LLC
Florida
$327K +$2.51K +8 +0.8%
CCA
1593
Cottonwood Capital Advisors
Utah
$327K -$51.3K -161 -14%
CHAM
1594
Clear Harbor Asset Management
Connecticut
$327K -$40.8K -130 -11%
SOS
1595
Silver Oak Securities
Tennessee
$326K +$3.45K +11 +1%
CWA
1596
CM Wealth Advisors
Ohio
$326K -$475K -1,514 -59%
SSWM
1597
Sheets Smith Wealth Management
North Carolina
$326K
CFS
1598
Commonwealth Financial Services
West Virginia
$325K -$42.1K -132 -11%
VAMG
1599
Voisard Asset Management Group
Michigan
$325K +$188K +600 +138%
DOA
1600
D'Orazio & Associates
Virginia
$323K +$15.4K +49 +5%