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 %
JFA
2026
JNBA Financial Advisors
Minnesota
$8.78K -$2.82K -9 -24%
CWM
2027
CarsonAllaria Wealth Management
Illinois
$7.84K -$7.84K -25 -50%
TCM
2028
Tributary Capital Management
Nebraska
$7.84K -$314 -1 -4%
BFPW
2029
BOK Financial Private Wealth
Colorado
$7.84K +$7.84K +25 New
LIA
2030
Lynx Investment Advisory
District of Columbia
$7.83K +$7.83K +25 New
FW
2031
Fairway Wealth
Ohio
$7.53K +$7.53K +24 New
ETS
2032
ESL Trust Services
New York
$7.53K +$7.53K +24 New
UWS
2033
Unique Wealth Strategies
Illinois
$6.88K +$6.88K +22 New
CBT
2034
Central Bank & Trust
Kentucky
$6.58K -$3.76K -12 -36%
CPG
2035
Custom Portfolio Group
Colorado
$6.27K
PO
2036
Private Ocean
California
$6.27K +$6.27K +20 New
CAM
2037
ClariVest Asset Management
California
$5.96K -$2.51K -8 -30%
IRC
2038
Investors Research Corp
Georgia
$5.96K
KFS
2039
Kelly Financial Services
Massachusetts
$5.26K
MIM
2040
Macroview Investment Management
Maryland
$5.02K -$8.47K -27 -63%
KWAG
2041
Kiely Wealth Advisory Group
North Carolina
$4.87K +$4.87K +17 New
PCM
2042
Perritt Capital Management
Illinois
$4.39K
RAM
2043
Riggs Asset Management
Pennsylvania
$3.45K +$627 +2 +22%
VF
2044
VitalStone Financial
Texas
$3.45K -$352K -1,122 -99%
NMG
2045
New Millennium Group
Utah
$3.45K +$3.45K +11 New
CSC
2046
Caldwell Sutter Capital
California
$3.14K
RL
2047
Rogco LP
Oklahoma
$3.14K +$3.14K +10 New
TWD
2048
True Wealth Design
Ohio
$2.82K +$627 +2 +29%
PCMC
2049
Planning Capital Management Corporation
Pennsylvania
$2.51K
FNWA
2050
Financial Network Wealth Advisors
Utah
$2.51K +$2.51K +8 New