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Eaton
ETN

Overview Fund Activity

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

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$524M
2
Morgan Stanley
Morgan Stanley
New York
+$390M
3
BlackRock
BlackRock
New York
+$303M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$195M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$154M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$419M
2
Capital World Investors
Capital World Investors
California
-$374M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
4
IAIM
International Assets Investment Management
Florida
-$355M
5
Bank of America
Bank of America
North Carolina
-$345M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHC
1626
Everett Harris & Co
California
$406K +$96.9K +292 +31%
RFN
1627
RDA Financial Network
Iowa
$404K +$404K +1,216 New
III
1628
Independent Investors Inc
New York
$403K – – –
AG
1629
AlTi Global
New York
$403K +$174K +522 +76%
TWA
1630
Tandem Wealth Advisors
Arizona
$401K +$21.9K +66 +6%
CCFCSB
1631
Cape Cod Five Cents Savings Bank
Massachusetts
$399K – – –
LAS
1632
LWM Advisory Services
Florida
$398K -$18.9K -57 -5%
CWP
1633
Core Wealth Partners
California
$398K – – –
CPC
1634
Congress Park Capital
New York
$398K – – –
BFA
1635
Beacon Financial Advisory
Ohio
$397K -$332 -1 -0.1%
SC
1636
Sapient Capital
Indiana
$397K +$44.1K +133 +13%
BOM
1637
Bank of Marin
California
$397K +$83K +250 +26%
MCCA
1638
Mill Creek Capital Advisors
Pennsylvania
$396K +$396K +1,194 New
ODIJL
1639
One Day In July LLC
Vermont
$396K +$396K +1,194 New
AWM
1640
Accurate Wealth Management
Florida
$395K +$46.8K +137 +13%
SIC
1641
Shoker Investment Counsel
Ohio
$395K -$19.9K -60 -5%
FFP
1642
FourThought Financial Partners
Florida
$395K +$395K +1,189 New
SWA
1643
Strategies Wealth Advisors
Michigan
$394K +$394K +1,276 New
SCM
1644
Sterling Capital Management
North Carolina
$394K -$208K -628 -35%
BW
1645
Bison Wealth
Georgia
$393K -$58.4K -176 -13%
BW
1646
BIP Wealth
Georgia
$392K -$32.5K -98 -8%
O3W
1647
Omni 360 Wealth
New Jersey
$392K +$1.66K +5 +0.4%
RZH
1648
Relyea Zuckerberg Hanson
Connecticut
$390K +$7.63K +23 +2%
LWM
1649
Lakeridge Wealth Management
Ohio
$390K +$3.65K +11 +0.9%
Optiver Holding
1650
Optiver Holding
Netherlands
$389K +$171K +515 +78%
64 65
66
67 68