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 %
AAG
1976
Armstrong Advisory Group
Massachusetts
$71.9K
DP
1977
Denver PWM
Colorado
$71.9K +$994 +3 +1%
FFA
1978
Fairfield Financial Advisors
Massachusetts
$71.3K +$9.94K +30 +16%
WAS
1979
Winch Advisory Services
Wisconsin
$69.9K +$331 +1 +0.5%
BIA
1980
Bell Investment Advisors
California
$68.3K -$1.33K -4 -2%
AT
1981
Avalon Trust
New Mexico
$66.3K
LWANC
1982
Laurel Wealth Advisors (North Carolina)
North Carolina
$66K +$66K +199 New
CCA
1983
Criterion Capital Advisors
Tennessee
$64.9K
WIM
1984
Westside Investment Management
California
$64.9K
CIA
1985
Cape Investment Advisory
Georgia
$64K
FFC
1986
First Financial Corp
Indiana
$60.7K -$14.3K -43 -19%
MWM
1987
Mascoma Wealth Management
New Hampshire
$60K
DF
1988
Dunhill Financial
United Kingdom
$58.3K +$17.9K +54 +44%
AP
1989
Atwood & Palmer
Missouri
$57K +$28.8K +87 +102%
AWA
1990
Authentikos Wealth Advisory
California
$57K +$57K +172 New
CPG
1991
Cornerstone Planning Group
New Jersey
$56.3K +$3.11K +9 +6%
VWA
1992
Valued Wealth Advisors
Utah
$56K +$663 +2 +1%
SIC
1993
SJS Investment Consulting
Ohio
$55.4K
SN
1994
Sittner & Nelson
Oregon
$54K
FFA
1995
Frazier Financial Advisors
Ohio
$53K -$4.31K -13 -8%
C
1996
Covestor
United Kingdom
$53K -$1.33K -4 -2%
TWD
1997
True Wealth Design
Ohio
$51.4K +$48.4K +146 +1,622%
GTAM
1998
Global Trust Asset Management
Florida
$49.7K
WOSD
1999
WFA of San Diego
California
$49.7K
NIC
2000
Northwest Investment Counselors
Oregon
$49.7K +$49.7K +150 New