1,987 hedge funds and large institutions have $103B invested in Eaton in 2024 Q1 according to their latest regulatory filings, with 280 funds opening new positions, 670 increasing their positions, 755 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+183
Holders Change %
+10.14%
% of All Funds
28.8%
Holding in Top 10
71
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+33.96%
% of All Funds
1.03%
New
280
Increased
670
Reduced
755
Closed
74
Calls
$1.59B
Puts
$706M
Net Calls
+$887M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
2026
Meridian Wealth Management
Kentucky
-$307K -1,273 Closed
TI
2027
Truepoint Inc
Ohio
-$299K -1,240 Closed
ERWM
2028
Elk River Wealth Management
Colorado
-$289K -1,200 Closed
FA
2029
Fiducient Advisors
Illinois
-$273K -1,132 Closed
WAM
2030
Worth Asset Management
Texas
-$264K -1,097 Closed
CIM
2031
Confluence Investment Management
Missouri
-$262K -1,089 Closed
PCIG
2032
Partners Capital Investment Group
Massachusetts
-$232K -965 Closed
AWA
2033
Arete Wealth Advisors
Illinois
-$224K -930 Closed
SEIA
2034
Signature Estate & Investment Advisors
California
-$211K -875 Closed
BMC
2035
Benin Management Corp
Connecticut
-$206K -855 Closed
GWS
2036
Glassman Wealth Services
Virginia
-$168K -696 Closed
AIMA
2037
Ables Iannone Moore & Associates
Georgia
-$83.8K -348 Closed
KI
2038
Kapitalo Investimentos
Brazil
-$81.9K -340 Closed
EC
2039
EdgeRock Capital
Colorado
-$88.4K -327 Closed
RIM
2040
Rockbridge Investment Management
New York
-$69.4K -288 Closed
VL
2041
Vima LLC
Michigan
-$60.9K -253 Closed
LF
2042
Lee Financial
Texas
-$57.6K -239 Closed
WTG
2043
West Tower Group
Virginia
-$53K -220 Closed
IUHSA
2044
Itau Unibanco Holding S.A.
Brazil
-$45K -187 Closed
MFA
2045
McClarren Financial Advisors
Pennsylvania
-$37K -155 Closed
ODG
2046
O'Dell Group
Ohio
-$37.3K -155 Closed
AP
2047
Arlington Partners
Alabama
-$32K -133 Closed
TVAMP
2048
Tennessee Valley Asset Management Partners
Tennessee
-$25.4K -105 Closed
APW
2049
Acima Private Wealth
Virginia
-$21.4K -89 Closed
NFA
2050
Northwest Financial Advisors
Virginia
-$19.6K -81 Closed