1,987 hedge funds and large institutions have $103B invested in Eaton in 2024 Q1 according to their latest regulatory filings, with 280 funds opening new positions, 670 increasing their positions, 755 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+183
Holders Change %
+10.14%
% of All Funds
28.8%
Holding in Top 10
71
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.96%
% of All Funds
1.03%
New
280
Increased
670
Reduced
755
Closed
74
Calls
$1.59B
Puts
$706M
Net Calls
+$887M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1926
Abound Wealth Management
Tennessee
$22.8K -$3.13K -10 -12%
PA
1927
Pineridge Advisors
Missouri
$21.9K
GEA
1928
Glen Eagle Advisors
New Jersey
$21.7K +$311 +1 +1%
SFA
1929
Semmax Financial Advisors
North Carolina
$20.2K
GIM
1930
Gold Investment Management
Alberta, Canada
$18.4K +$2.81K +9 +18%
PCWA
1931
Pacific Capital Wealth Advisors
California
$18.1K +$18.1K +58 New
GFPC
1932
Global Financial Private Client
Florida
$17.2K +$10.9K +35 +175%
FPFS
1933
First Personal Financial Services
North Carolina
$16.6K
AP
1934
Aspect Partners
Virginia
$16.6K +$625 +2 +4%
CTWM
1935
Cherry Tree Wealth Management
Minnesota
$16.3K -$5K -16 -24%
NCM
1936
Northwest Capital Management
Oregon
$15.9K
CWM
1937
CarsonAllaria Wealth Management
Illinois
$15.6K
LAM
1938
Lummis Asset Management
Texas
$15K
PPWM
1939
PFG Private Wealth Management
Florida
$15K
GWSA
1940
Global Wealth Strategies & Associates
Colorado
$15K
SC
1941
Solstein Capital
California
$14.4K
MIM
1942
Macroview Investment Management
Maryland
$13.4K +$8.44K +27 +169%
OLVIG
1943
Oliver Lagore Vanvalin Investment Group
Michigan
$13.1K -$313 -1 -2%
HWM
1944
Horizons Wealth Management
North Carolina
$12K
CMP
1945
Coston McIsaac & Partners
Maine
$12K
FPB
1946
First PREMIER Bank
South Dakota
$12K +$10.1K +32 +533%
RTL
1947
Red Tortoise LLC
Georgia
$11.9K
JFA
1948
JNBA Financial Advisors
Minnesota
$11.6K
AFS
1949
Annapolis Financial Services
Maryland
$11.3K
HWM
1950
HighMark Wealth Management
Minnesota
$11.3K