2,254 hedge funds and large institutions have $107B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 294 funds opening new positions, 856 increasing their positions, 759 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
+149
Holders Change %
+7.08%
% of All Funds
30%
Holding in Top 10
62
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.14%
% of All Funds
0.83%
New
294
Increased
856
Reduced
759
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
2051
Tortoise Investment Management
New York
$122K +$27.5K +83 +29%
RS
2052
Rakuten Securities
Japan
$120K +$97.6K +294 +432%
BBPWM
2053
Blue Bell Private Wealth Management
Pennsylvania
$119K -$3.65K -11 -3%
OWP
2054
ORG Wealth Partners
Texas
$119K -$21.2K -64 -15%
KA
2055
Kozak & Associates
Colorado
$119K +$5.82K +17 +5%
BL
2056
BFSG LLC
California
$115K
SCA
2057
Stuart Chaussee & Associates
California
$114K
CWP
2058
Concord Wealth Partners
Virginia
$112K -$1.99K -6 -2%
HIW
2059
Holos Integrated Wealth
Pennsylvania
$108K +$108K +325 New
CM
2060
Capula Management
Cayman Islands
$108K +$108K +324 New
LDB
2061
Lee, Danner & Bass
Tennessee
$107K +$107K +322 New
MCM
2062
MV Capital Management
Maryland
$106K
CB
2063
Centennial Bank
Arkansas
$106K
DMBA
2064
Deseret Mutual Benefit Administrators
Utah
$103K -$11.6K -35 -10%
VWM
2065
Valley Wealth Managers
New Jersey
$101K
RBC
2066
Roble Belko & Company
Pennsylvania
$100K
HCM
2067
Hollencrest Capital Management
California
$98.2K -$83K -250 -46%
WWM
2068
Wolff Wiese Magana
California
$97.9K -$19.9K -60 -17%
BCMLT
2069
Beacon Capital Management LLC (Tennessee)
Tennessee
$97.7K -$8.31K -25 -8%
ECM
2070
Eisler Capital Management
United Kingdom
$96.9K +$96.9K +292 New
PIS
2071
POM Investment Strategies
North Carolina
$96.9K -$51.1K -154 -35%
MWM
2072
Mascoma Wealth Management
New Hampshire
$95.9K +$35.8K +108 +60%
AT
2073
Arlington Trust
Alabama
$91.9K +$6.31K +19 +7%
BHWM
2074
Beaird Harris Wealth Management
Texas
$91.3K -$2.66K -8 -3%
BTC
2075
Bank & Trust Company
Illinois
$90.9K