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 %
HGERS
1751
Householder Group Estate & Retirement Specialist
Arizona
$264K +$991 +3 +0.4%
WIM
1752
WealthPlan Investment Management
Nebraska
$264K +$264K +796 New
GWA
1753
Gratus Wealth Advisors
Virginia
$264K -$12.4K -37 -4%
ACA
1754
Affinity Capital Advisors
California
$263K -$3.65K -11 -1%
FDDB
1755
Fidelity D&D Bancorp
Pennsylvania
$262K
WI
1756
Wintrust Investments
Illinois
$262K -$2.18M -6,573 -89%
MWM
1757
Mindset Wealth Management
Indiana
$262K +$262K +790 New
CFGS
1758
Concourse Financial Group Securities
Alabama
$262K -$20.5K -62 -7%
FA
1759
FSA Advisors
Michigan
$260K -$66.4K -201 -20%
KHCM
1760
Kirtland Hills Capital Management
Ohio
$259K +$259K +782 New
HR
1761
Hardy Reed
Mississippi
$259K +$259K +781 New
GC
1762
Gibson Capital
Pennsylvania
$258K
RWP
1763
Revolve Wealth Partners
New Jersey
$258K -$13.3K -40 -5%
UBG
1764
United Bank (Georgia)
Georgia
$258K +$258K +777 New
MAWA
1765
Moss Adams Wealth Advisors
Washington
$257K +$27.2K +82 +12%
AB
1766
Atlas Brown
Kentucky
$257K +$3.65K +11 +1%
T
1767
TrueFG
Texas
$257K
SWG
1768
Summit Wealth Group
Vermont
$256K
LFS
1769
Legacy Financial Strategies
Kansas
$256K +$256K +772 New
GG
1770
Greenwood Gearhart
Arkansas
$255K +$3.98K +12 +2%
BFS
1771
Bard Financial Services
Connecticut
$255K +$255K +770 New
TWM
1772
Thrive Wealth Management
Pennsylvania
$255K -$1.33K -4 -0.5%
NW
1773
Naviter Wealth
Arkansas
$252K
FC
1774
Financial Council
Maryland
$252K -$22.2K -67 -8%
RCA
1775
Ranch Capital Advisors
Florida
$251K +$21.9K +66 +10%