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 %
BWM
1776
BKM Wealth Management
Wisconsin
$313K +$66.4K +200 +27%
CFGS
1777
Concourse Financial Group Securities
Alabama
$312K +$18.9K +51 +6%
BP
1778
BWM Planning
Texas
$311K
WDA
1779
Wendell David Associates
New Hampshire
$311K
CHP
1780
Cable Hill Partners
Oregon
$311K +$99.6K +300 +47%
DDPIC
1781
Deroy & Devereaux Private Investment Counsel
Michigan
$309K +$76.7K +231 +33%
SWMG
1782
Sanchez Wealth Management Group
Florida
$309K +$995 +3 +0.3%
TPW
1783
TL Private Wealth
Texas
$308K
CIP
1784
Convergence Investment Partners
Florida
$305K -$1.99K -6 -0.6%
FDDB
1785
Fidelity D&D Bancorp
Pennsylvania
$305K +$42.1K +127 +16%
CGH
1786
CMG Global Holdings
Texas
$304K
Empower Advisory Group
1787
Empower Advisory Group
Colorado
$304K -$26.2K -79 -8%
FOA
1788
Five Oceans Advisors
California
$303K +$1.66K +5 +0.6%
RWP
1789
Revolve Wealth Partners
New Jersey
$303K +$45.1K +136 +18%
RL
1790
Retireful LLC
Michigan
$301K +$301K +907 New
CWM
1791
Cahaba Wealth Management
Georgia
$301K
PAM
1792
Palisade Asset Management
Minnesota
$301K +$15.6K +47 +5%
BDA
1793
Borer Denton & Associates
Pennsylvania
$300K
HWM
1794
Hohimer Wealth Management
Washington
$300K +$4.65K +14 +2%
CM
1795
Castleark Management
Illinois
$299K
LWM
1796
Lighthouse Wealth Management
Ohio
$297K +$297K +896 New
SAW
1797
Signal Advisors Wealth
Michigan
$297K +$9.95K +30 +3%
LWMM
1798
Legacy Wealth Management (Mississippi)
Mississippi
$297K -$88.6K -267 -23%
NRC
1799
New Republic Capital
North Carolina
$296K +$18.9K +57 +7%
JFGIW
1800
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$296K +$89.1K +273 +43%