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 %
GIM
2001
Gold Investment Management
Alberta, Canada
$18.5K
SFA
2002
Semmax Financial Advisors
North Carolina
$18.2K
AIC
2003
Archer Investment Corporation
Indiana
$17.6K -$9.41K -30 -35%
AP
2004
Aspect Partners
Virginia
$17.6K +$941 +3 +6%
GFPC
2005
Global Financial Private Client
Florida
$17.2K
FPFS
2006
First Personal Financial Services
North Carolina
$16.6K
CTWM
2007
Cherry Tree Wealth Management
Minnesota
$16.3K
AA
2008
AlphaMark Advisors
Kentucky
$16K +$16K +50 New
HWM
2009
Horizons Wealth Management
North Carolina
$15.6K
LAM
2010
Lummis Asset Management
Texas
$15.1K
PPWM
2011
PFG Private Wealth Management
Florida
$15.1K
GWSA
2012
Global Wealth Strategies & Associates
Colorado
$15.1K
SC
2013
Solstein Capital
California
$14.4K
MWA
2014
MFA Wealth Advisors
Pennsylvania
$13.5K +$13.5K +43 New
FPB
2015
First PREMIER Bank
South Dakota
$12K
CMP
2016
Coston McIsaac & Partners
Maine
$12K
OLVIG
2017
Oliver Lagore Vanvalin Investment Group
Michigan
$11.9K -$1.26K -4 -10%
RTL
2018
Red Tortoise LLC
Georgia
$11.9K
RWM
2019
Ruedi Wealth Management
Illinois
$11.6K +$11.6K +37 New
AFS
2020
Annapolis Financial Services
Maryland
$11.3K
AW
2021
Avion Wealth
Texas
$11K +$1.83K +6 +20%
SWM
2022
Sugarloaf Wealth Management
Georgia
$11K
HWM
2023
HighMark Wealth Management
Minnesota
$10.7K -$2.57K -7 -19%
HI
2024
Hoey Investments
Pennsylvania
$9.41K
AA
2025
Addison Advisors
Vermont
$9.41K +$6.59K +21 +233%