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 %
HFS
1826
Heritage Financial Services
Massachusetts
$227K
SC
1827
Steph & Co
Wisconsin
$227K +$22.9K +69 +11%
GWM
1828
Greenwich Wealth Management
Connecticut
$227K +$227K +685 New
AWM
1829
Aprio Wealth Management
Georgia
$226K -$6.63K -20 -3%
CCAL
1830
City Center Advisors LLC
Michigan
$226K +$226K +681 New
GB
1831
Goepper Burkhardt
South Carolina
$225K
DC
1832
Darrow Company
Massachusetts
$224K +$224K +677 New
SFC
1833
SYM Financial Corp
Indiana
$224K -$87.8K -265 -28%
VCWA
1834
Vanguard Capital Wealth Advisors
Colorado
$224K +$224K +675 New
AG
1835
Advocate Group
Minnesota
$223K
LS
1836
Leelyn Smith
Illinois
$223K +$662 +2 +0.3%
CP
1837
Castleview Partners
Texas
$223K -$1.66K -5 -0.7%
PCA
1838
Peddock Capital Advisors
Massachusetts
$223K
LWM
1839
Laidlaw Wealth Management
New York
$222K -$104K -315 -32%
SP
1840
Sequent Planning
Nebraska
$222K +$222K +669 New
QFA
1841
Quantum Financial Advisors
California
$221K
FCFC
1842
First Citizens Financial Corp
Iowa
$221K
DWA
1843
Dorsey Wright & Associates
California
$220K -$2.18M -6,573 -91%
TIA
1844
Tandem Investment Advisors
South Carolina
$220K +$220K +664 New
WAM
1845
Weatherly Asset Management
California
$220K -$14.9K -45 -6%
JIP
1846
Jaffetilchin Investment Partners
Florida
$219K -$21.2K -64 -9%
GWM
1847
Grand Wealth Management
Michigan
$219K
Optiver Holding
1848
Optiver Holding
Netherlands
$218K +$80.9K +244 +59%
WW
1849
Westshore Wealth
California
$218K +$218K +657 New
FCG
1850
Fielder Capital Group
Tennessee
$217K +$332 +1 +0.2%