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 %
AIFAIM
1651
American Institute for Advanced Investment Management
Arizona
$291K +$11K +35 +4%
PCM
1652
Permanent Capital Management
Illinois
$290K +$290K +813 New
SWMG
1653
Sanchez Wealth Management Group
Florida
$290K +$1.57K +5 +0.5%
I
1654
INVST
Indiana
$289K +$6.87K +22 +2%
CWM
1655
Cahaba Wealth Management
Georgia
$287K -$18.2K -58 -6%
FSCM
1656
Front Street Capital Management
Montana
$287K -$15.7K -50 -5%
NCTC
1657
New Covenant Trust Company
Indiana
$287K +$7.8K +25 +3%
MTIC
1658
Missouri Trust & Investment Company
Missouri
$287K
M
1659
MOTCO
Texas
$285K -$95K -303 -25%
FOA
1660
Five Oceans Advisors
California
$285K -$7.21K -23 -2%
AWM
1661
Aries Wealth Management
Maine
$285K +$4.7K +15 +2%
BDA
1662
Borer Denton & Associates
Pennsylvania
$284K
LWM
1663
Lakeridge Wealth Management
Ohio
$284K +$3.76K +12 +1%
APW
1664
Austin Private Wealth
Texas
$281K -$112K -356 -28%
JSAM
1665
J. Safra Asset Management
New York
$279K -$16.9K -54 -6%
HWM
1666
Hohimer Wealth Management
Washington
$279K
DCM
1667
Driehaus Capital Management
Illinois
$278K -$49.9K -159 -15%
SG
1668
StoneX Group
New York
$277K +$9.09K +29 +3%
HCM
1669
Hengehold Capital Management
Ohio
$277K +$73.4K +234 +36%
OL
1670
Optas LLC
Texas
$276K +$27.9K +89 +11%
KFP
1671
KMG Fiduciary Partners
Ohio
$276K -$2.82K -9 -1%
FA
1672
Fermata Advisors
California
$275K
PPWM
1673
Paragon Private Wealth Management
Kentucky
$275K -$35.4K -113 -11%
HCA
1674
Horan Capital Advisors
Ohio
$274K
SRC
1675
Sage Rhino Capital
California
$273K -$3.45K -11 -1%