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 %
HB
1976
HTLF Bank
Colorado
$213K -$664 -2 -0.3%
SC
1977
Steph & Co
Wisconsin
$212K -$15.6K -47 -7%
VCM
1978
Versant Capital Management
Arizona
$211K +$112K +338 +113%
GAG
1979
GM Advisory Group
New York
$211K +$211K +635 New
BWM
1980
Bernard Wealth Management
Michigan
$211K +$211K +635 New
CPRC
1981
Consolidated Portfolio Review Corp
New York
$210K +$210K +634 New
ACG
1982
Allen Capital Group
Nebraska
$210K +$2.99K +9 +1%
HBW
1983
Hazlett, Burt & Watson
West Virginia
$210K +$58.7K +175 +39%
SCA
1984
Sandy Cove Advisors
Massachusetts
$210K +$210K +632 New
GPWM
1985
Grant Private Wealth Management
California
$209K +$209K +630 New
WCM
1986
Washburn Capital Management
Florida
$209K +$209K +630 New
DPI
1987
Diversified Portfolios Inc
Michigan
$208K
KCM
1988
Kanawha Capital Management
Virginia
$207K
GCM
1989
Gables Capital Management
Florida
$207K
GKIM
1990
GW&K Investment Management
Massachusetts
$207K +$8.61K +26 +4%
CTC
1991
Cetera Trust Company
Minnesota
$207K
WIA
1992
Wealthedge Investment Advisors
New York
$206K +$206K +622 New
BPFA
1993
Barnes Pettey Financial Advisors
Mississippi
$206K
MG
1994
McHugh Group
Ohio
$206K +$206K +620 New
CCM
1995
Cinctive Capital Management
New York
$205K -$2.77M -8,349 -93%
CWA
1996
CM Wealth Advisors
Ohio
$205K -$140K -421 -41%
ECAM
1997
East Coast Asset Management
Massachusetts
$205K
XWM
1998
Xcel Wealth Management
Florida
$204K
LOPW
1999
Live Oak Private Wealth
North Carolina
$204K
TIA
2000
Tandem Investment Advisors
South Carolina
$204K -$15.9K -48 -7%