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 %
PFSC
1926
Peoples Financial Services Corp
Pennsylvania
$134K -$1.33K -4 -1%
ATC
1927
Adirondack Trust Company
New York
$133K -$11.6K -35 -8%
DCBT
1928
Dakota Community Bank & Trust
North Dakota
$131K -$4.31K -13 -3%
HWM
1929
Hemington Wealth Management
Virginia
$127K +$127K +385 New
TFIPS
1930
Towarzystwo Funduszy Inwestycyjnych PZU SA
$126K
BBPWM
1931
Blue Bell Private Wealth Management
Pennsylvania
$123K +$9.61K +29 +8%
USB
1932
Union Savings Bank
Connecticut
$122K
HGA
1933
Hobbs Group Advisors
South Carolina
$119K +$14.6K +44 +14%
WWM
1934
Wolff Wiese Magana
California
$118K +$2.65K +8 +2%
BL
1935
BFSG LLC
California
$115K
DMBA
1936
Deseret Mutual Benefit Administrators
Utah
$115K -$5.97K -18 -5%
SCA
1937
Stuart Chaussee & Associates
California
$114K
CWP
1938
Concord Wealth Partners
Virginia
$114K +$1.99K +6 +2%
KA
1939
Kozak & Associates
Colorado
$113K
CB
1940
Centennial Bank
Arkansas
$106K
MCM
1941
MV Capital Management
Maryland
$106K +$7.62K +23 +8%
BCMLT
1942
Beacon Capital Management LLC (Tennessee)
Tennessee
$106K +$10.9K +33 +12%
CT
1943
Clearstead Trust
Maine
$102K
VWM
1944
Valley Wealth Managers
New Jersey
$101K
RBC
1945
Roble Belko & Company
Pennsylvania
$99K
VCM
1946
Versant Capital Management
Arizona
$98.8K +$994 +3 +1%
LIS
1947
Legacy Investment Solutions
Idaho
$97.6K +$97.6K +264 New
LWMI
1948
Legacy Wealth Management (Idaho)
Idaho
$97.6K +$97.6K +264 New
TIM
1949
Tortoise Investment Management
New York
$94.1K
BHWM
1950
Beaird Harris Wealth Management
Texas
$93.8K