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 %
CWM
2101
Cranbrook Wealth Management
Michigan
$73.3K
CCC
2102
Chelsea Counsel Company
California
$73K
AP
2103
Atwood & Palmer
Missouri
$72.3K +$15.3K +46 +27%
FFA
2104
Fairfield Financial Advisors
Massachusetts
$71.4K
DP
2105
Denver PWM
Colorado
$71K -$996 -3 -1%
WAS
2106
Winch Advisory Services
Wisconsin
$70.2K
SC
2107
Stephens Consulting
Michigan
$70K -$14.3K -43 -17%
BIA
2108
Bell Investment Advisors
California
$70K +$1.66K +5 +2%
MAM
2109
Meeder Asset Management
Ohio
$67K +$45.5K +137 +211%
KG
2110
Kieckhefer Group
Wisconsin
$66.4K +$66.4K +200 New
CIA
2111
Cape Investment Advisory
Georgia
$66K +$1.99K +6 +3%
WIM
2112
Westside Investment Management
California
$65.7K
DF
2113
Dunhill Financial
United Kingdom
$65.2K +$6.65K +20 +11%
SFG
2114
Stonebridge Financial Group
Pennsylvania
$65K +$65K +196 New
CCA
2115
Criterion Capital Advisors
Tennessee
$64.9K
CT
2116
Clearstead Trust
Maine
$62.7K -$39.8K -120 -39%
CWM
2117
Cedar Wealth Management
California
$62.1K -$14.6K -44 -19%
FFC
2118
First Financial Corp
Indiana
$60.7K
TWD
2119
True Wealth Design
Ohio
$60K +$8.62K +26 +17%
VNA
2120
Valley National Advisers
Pennsylvania
$60K +$25.5K +77 +74%
TCG
2121
Transcendent Capital Group
Oklahoma
$57.7K +$57.7K +174 New
C
2122
Covestor
United Kingdom
$57K +$3.98K +12 +8%
SC
2123
Stance Capital
Massachusetts
$56.4K +$56.4K +170 New
PSFG
2124
Park Square Financial Group
Georgia
$55.4K +$55.4K +167 New
SN
2125
Sittner & Nelson
Oregon
$54.8K +$664 +2 +1%