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 %
WC
1626
Wexford Capital
Florida
$340K +$340K +1,025 New
AL
1627
Aspiriant LLC
California
$339K +$69.6K +210 +26%
CWC
1628
Carolinas Wealth Consulting
North Carolina
$339K +$64.3K +194 +23%
PCH
1629
PGIM Custom Harvest
New Jersey
$337K +$84.2K +254 +33%
EW
1630
Evoke Wealth
California
$337K +$337K +1,018 New
CFS
1631
Commonwealth Financial Services
West Virginia
$336K +$2.29K +7 +0.7%
BP
1632
BBR Partners
New York
$336K -$15.9K -48 -5%
MHR
1633
Matthew Hamilton Rosenberg
$336K +$16.2K +49 +5%
DOA
1634
D'Orazio & Associates
Virginia
$336K -$5.64K -17 -2%
BWM
1635
BCS Wealth Management
Tennessee
$336K
RIG
1636
RiverFront Investment Group
Virginia
$336K +$336K +1,013 New
TH
1637
TCTC Holdings
Texas
$335K
LP
1638
LMR Partners
United Kingdom
$334K -$1.35M -4,062 -80%
TWA
1639
Talisman Wealth Advisors
New Jersey
$334K -$13.1K -40 -4%
RW
1640
Rede Wealth
Virginia
$332K
KCM
1641
Kathmere Capital Management
Pennsylvania
$332K -$331 -1 -0.1%
BI
1642
Bramshill Investments
Florida
$331K +$331K +1,000 New
Empower Advisory Group
1643
Empower Advisory Group
Colorado
$329K -$88.8K -268 -21%
KFI
1644
Key Financial Inc
Pennsylvania
$329K +$663 +2 +0.2%
MAP
1645
Moody Aldrich Partners
Massachusetts
$328K +$328K +989 New
CWA
1646
Centennial Wealth Advisory
Michigan
$327K +$53.7K +162 +20%
AFT
1647
Alpha Family Trust
California
$326K
OFW
1648
Omnia Family Wealth
Florida
$326K +$6.3K +19 +2%
WCA
1649
Westover Capital Advisors
Delaware
$326K
FWM
1650
Forza Wealth Management
Florida
$326K +$71.9K +217 +28%