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 %
BIA
1801
Beacon Investment Advisors
Maryland
$237K +$23.2K +70 +11%
FFA
1802
Fi3 Financial Advisors
Indiana
$236K +$4.97K +15 +2%
CIAS
1803
CFS Investment Advisory Services
New Jersey
$236K +$12.3K +37 +5%
WCWM
1804
Willow Creek Wealth Management
California
$236K
MRC
1805
Millburn Ridgefield Corp
New York
$235K +$235K +710 New
CPP
1806
Capasso Planning Partners
South Carolina
$235K -$1.33K -4 -0.6%
OWA
1807
Opal Wealth Advisors
New York
$234K -$24.5K -74 -9%
LMKC
1808
L.M. Kohn & Company
Ohio
$234K +$994 +3 +0.4%
FFM
1809
Flagstone Financial Management
Nebraska
$233K +$233K +704 New
KCPG
1810
Kavar Capital Partners Group
Kansas
$233K +$19.9K +60 +9%
CSA
1811
Cottage Street Advisors
Massachusetts
$233K +$20.9K +63 +10%
DDPIC
1812
Deroy & Devereaux Private Investment Counsel
Michigan
$232K
PSP
1813
Principal Street Partners
Tennessee
$232K -$361K -1,131 -61%
FFA
1814
First Foundation Advisors
California
$232K -$169K -511 -42%
JCM
1815
Jacobsen Capital Management
Utah
$231K -$3.98K -12 -2%
MBTD
1816
Mechanics Bank - Trust Department
California
$231K
SIS
1817
Sound Income Strategies
Florida
$231K +$89.1K +269 +63%
GIA
1818
GHP Investment Advisors
Colorado
$230K +$24.9K +75 +12%
LF
1819
Lee Financial
Texas
$229K -$32.5K -98 -12%
SBIA
1820
Sheaff Brock Investment Advisors
Indiana
$229K +$229K +692 New
WWM
1821
Waterway Wealth Management
Texas
$229K +$229K +692 New
IPW
1822
Inlet Private Wealth
Florida
$229K
AG
1823
AlTi Global
New York
$229K -$250K -753 -52%
JHCP
1824
Jackson Hole Capital Partners
Oklahoma
$229K -$11.6K -35 -5%
OPA
1825
Old Port Advisors
Maine
$229K -$15.9K -48 -7%