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 %
AIC
2051
Archer Investment Corporation
Indiana
$18.6K
FPFS
2052
First Personal Financial Services
North Carolina
$17.9K +$331 +1 +2%
CTWM
2053
Cherry Tree Wealth Management
Minnesota
$17.2K
AA
2054
Addison Advisors
Vermont
$17.2K +$7.29K +22 +73%
AP
2055
Aspect Partners
Virginia
$16.9K -$1.66K -5 -9%
CFD
2056
Creative Financial Designs
Indiana
$16.6K -$71.3K -215 -81%
HWM
2057
Horizons Wealth Management
North Carolina
$16.6K
LAM
2058
Lummis Asset Management
Texas
$15.9K
PPWM
2059
PFG Private Wealth Management
Florida
$15.9K
SC
2060
Solstein Capital
California
$15.2K
LOIP
2061
Live Oak Investment Partners
Texas
$14.9K -$1.58M
MIM
2062
Macroview Investment Management
Maryland
$14.6K +$9.28K +28 +175%
MWA
2063
MFA Wealth Advisors
Pennsylvania
$14.3K
FAM
2064
Flaharty Asset Management
Florida
$13.6K +$13.6K +41 New
RTL
2065
Red Tortoise LLC
Georgia
$12.6K
AFS
2066
Annapolis Financial Services
Maryland
$12.4K +$334 +1 +3%
SWM
2067
Sugarloaf Wealth Management
Georgia
$11.6K
HNB
2068
Hilltop National Bank
Wyoming
$9.94K +$9.94K +30 New
HI
2069
Hoey Investments
Pennsylvania
$9.41K
JFA
2070
JNBA Financial Advisors
Minnesota
$9.28K
HWM
2071
HighMark Wealth Management
Minnesota
$8.62K -$994 -3 -10%
BFPW
2072
BOK Financial Private Wealth
Colorado
$8.29K
TCM
2073
Tributary Capital Management
Nebraska
$8.29K
HB
2074
Horizon Bancorp
Indiana
$8K +$8K +23 New
ETS
2075
ESL Trust Services
New York
$7.96K