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 %
SFS
1876
Sharp Financial Services
Pennsylvania
$255K -$9.62K -29 -4%
BTD
1877
BankPlus Trust Department
Mississippi
$255K +$255K +768 New
FI
1878
Financial Insights
Washington
$255K -$587K -1,770 -70%
CWG
1879
Crown Wealth Group
North Carolina
$253K +$3.65K +11 +1%
WWM
1880
Waterway Wealth Management
Texas
$253K +$23.2K +70 +10%
HWA
1881
HHM Wealth Advisors
Tennessee
$253K +$55.8K +168 +28%
FC
1882
Financial Council
Maryland
$253K +$332 +1 +0.1%
WFS
1883
Weitzel Financial Services
Iowa
$252K
RCA
1884
Ranch Capital Advisors
Florida
$252K +$332 +1 +0.1%
EIA
1885
Eldridge Investment Advisors
New Hampshire
$251K
CWM
1886
Centric Wealth Management
Illinois
$251K -$4.65K -14 -2%
RCP
1887
Rothschild Capital Partners
New York
$250K +$250K +754 New
TFM
1888
TFC Financial Management
Massachusetts
$250K +$11.3K +34 +5%
PSP
1889
Principal Street Partners
Tennessee
$249K +$8.3K +25 +3%
LF
1890
Lee Financial
Texas
$249K +$19.6K +59 +9%
TWM
1891
Thrive Wealth Management
Pennsylvania
$249K -$5.97K -18 -2%
SAM
1892
S.A. Mason
Michigan
$249K
BFS
1893
Burkett Financial Services
South Carolina
$249K
ICP
1894
Interchange Capital Partners
Pennsylvania
$248K -$24.6K -74 -9%
PWW
1895
Pettyjohn Wood & White
Virginia
$248K
IF
1896
Intrua Financial
Texas
$247K -$29.2K -88 -11%
GWM
1897
Greenwich Wealth Management
Connecticut
$246K +$18.6K +56 +8%
FWA
1898
FSM Wealth Advisors
Ohio
$246K +$21.1K +61 +9%
EAM
1899
Empirical Asset Management
Massachusetts
$245K +$185K +80,606 +307%
SAM
1900
SignalPoint Asset Management
Missouri
$244K