2,057 hedge funds and large institutions have $103B invested in Eaton in 2024 Q2 according to their latest regulatory filings, with 190 funds opening new positions, 766 increasing their positions, 794 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,057
Holders Change
+70
Holders Change %
+3.52%
% of All Funds
29.92%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.93%
New
190
Increased
766
Reduced
794
Closed
93
Calls
$1.19B
Puts
$709M
Net Calls
+$481M
Net Calls Change
-$407M
Name Holding Trade Value Shares
Change
Shares
Change %
C
1951
Covestor
United Kingdom
$51K +$1.24K +4 +3%
FF
1952
Friedenthal Financial
New Jersey
$48K -$2.51K -8 -5%
GTAM
1953
Global Trust Asset Management
Florida
$47K -$39.2K -125 -45%
WOSD
1954
WFA of San Diego
California
$47K +$47K +150 New
SGC
1955
Slocum, Gordon & Co
Rhode Island
$47K -$334K -1,065 -88%
EA
1956
Evolution Advisers
Virginia
$47K
RFG
1957
RFP Financial Group
Georgia
$45.5K +$627 +2 +1%
MSG
1958
Main Street Group
Virginia
$45.3K -$6.25K -20 -12%
BWP
1959
Baldwin Wealth Partners
Massachusetts
$43.9K -$25.1K -80 -36%
TAM
1960
Tucker Asset Management
Colorado
$43.9K -$17.6K -56 -29%
PCWA
1961
Pacific Capital Wealth Advisors
California
$43K +$24.8K +79 +136%
CPG
1962
Cornerstone Planning Group
New Jersey
$42K -$3.27K -12 -7%
GJIA
1963
Glass Jacobson Investment Advisors
Maryland
$41.7K -$627 -2 -1%
CSB
1964
City State Bank
Iowa
$40.8K -$941 -3 -2%
SFC
1965
Strategic Financial Concepts
Texas
$40.3K +$40.3K +70,288 New
NMM
1966
Naples Money Management
Florida
$40.3K +$9.68K +31 +32%
DWA
1967
Delos Wealth Advisors
Texas
$39.5K
EBA
1968
Eagle Bay Advisors
New York
$39.5K
FP
1969
Financial Perspectives
Minnesota
$38.9K
CSWM
1970
Cassady Schiller Wealth Management
Ohio
$38.6K -$54.9K -175 -59%
CIR
1971
Clear Investment Research
Georgia
$38.5K
DF
1972
Dunhill Financial
United Kingdom
$38.2K +$2.51K +8 +7%
DWS
1973
Dynamic Wealth Strategies
California
$37K
DPW
1974
DiNuzzo Private Wealth
Pennsylvania
$37K +$37K +118 New
RWPA
1975
Richard W. Paul & Associates
Michigan
$36.4K