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 %
NMM
2001
Naples Money Management
Florida
$49.4K +$6.63K +20 +16%
GA
2002
GoalVest Advisory
New York
$49.1K +$49.1K +148 New
PCWA
2003
Pacific Capital Wealth Advisors
California
$48.4K +$2.98K +9 +7%
CHA
2004
Carmichael Hill & Associates
Maryland
$47.4K +$14.9K +45 +46%
NFSG
2005
Newbridge Financial Services Group
Florida
$45.4K -$389K -1,174 -90%
TAM
2006
Tucker Asset Management
Colorado
$43.1K -$3.31K -10 -7%
CSB
2007
City State Bank
Iowa
$43.1K
FP
2008
Financial Perspectives
Minnesota
$41.1K
EA
2009
Evolution Advisers
Virginia
$41K -$7.81K -24 -16%
CSWM
2010
Cassady Schiller Wealth Management
Ohio
$40.8K
CIR
2011
Clear Investment Research
Georgia
$40.7K
FMP
2012
Financial Management Professionals
Texas
$39K -$52.2K -158 -57%
BGA
2013
Battery Global Advisors
Massachusetts
$38.6K +$38.6K +116 New
DPW
2014
DiNuzzo Private Wealth
Pennsylvania
$38.4K -$663 -2 -2%
RWPA
2015
Richard W. Paul & Associates
Michigan
$38.4K
MSG
2016
Main Street Group
Virginia
$38.1K -$9.94K -30 -21%
GEA
2017
Glen Eagle Advisors
New Jersey
$37.4K +$2.32K +7 +7%
DIP
2018
DT Investment Partners
Pennsylvania
$37.1K +$37.1K +112 New
KOCAA
2019
Knights of Columbus Asset Advisors
Connecticut
$36.1K -$4.07M -12,277 -99%
QL
2020
Quarry LP
New York
$35.8K -$53K -160 -60%
WFA
2021
West Financial Advisors
Iowa
$35.5K +$35.5K +107 New
PP
2022
Pacifica Partners
Canada
$35.1K
RWA
2023
Redmont Wealth Advisors
Illinois
$35.1K
EBA
2024
Eagle Bay Advisors
New York
$34.5K -$7.29K -22 -17%
JFG
2025
JDM Financial Group
Texas
$34.5K +$1.33K +4 +4%