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
Name Holding Trade Value Shares
Change
Shares
Change %
M
1701
MOTCO
Texas
$354K -$7.3K -22 -2%
XF
1702
XML Financial
Maryland
$353K -$33.2K -100 -9%
ANB
1703
Amarillo National Bank
Texas
$352K -$664 -2 -0.2%
MHR
1704
Matthew Hamilton Rosenberg
$352K +$15.3K +46 +5%
CWM
1705
Compass Wealth Management
Connecticut
$352K
EFM
1706
E Fund Management
China
$351K -$81.6K -246 -19%
OL
1707
OneFund LLC
Florida
$350K +$2.99K +9 +0.9%
BMC
1708
Beaton Management Company
Massachusetts
$350K
AS
1709
Altshuler Shaham
Israel
$349K +$349K +1,053 New
CNWM
1710
Clay Northam Wealth Management
California
$348K +$2.32K +7 +0.7%
B
1711
Bensler
Washington
$348K +$7.3K +22 +2%
VAMG
1712
Voisard Asset Management Group
Michigan
$347K +$332 +1 +0.1%
DFG
1713
Delta Financial Group
New Jersey
$347K -$34.1K -103 -9%
WHCI
1714
W.H. Cornerstone Investments
Massachusetts
$347K -$7.3K -22 -2%
MKA
1715
M. Kulyk & Associates
Georgia
$347K -$2.66K -8 -0.8%
OCM
1716
One Capital Management
California
$346K -$5.97K -18 -2%
APW
1717
Austin Private Wealth
Texas
$345K +$37.2K +112 +12%
SSWM
1718
Sheets Smith Wealth Management
North Carolina
$345K
MME
1719
Meag Munich Ergo
Germany
$345K
T
1720
Transce3nd
Texas
$344K +$344K +1,037 New
CWM
1721
Circle Wealth Management
New Jersey
$343K +$2.32K +7 +0.7%
LPFG
1722
Landing Point Financial Group
Ohio
$342K +$342K +1,104 New
NFG
1723
Nadler Financial Group
Illinois
$342K
TH
1724
TCTC Holdings
Texas
$342K +$6.64K +20 +2%
OFW
1725
Omnia Family Wealth
Florida
$341K +$14.6K +44 +4%