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 %
VWA
2126
Valued Wealth Advisors
Utah
$54.4K -$1.66K -5 -3%
CWM
2127
Crowley Wealth Management
Delaware
$54.1K +$54.1K +163 New
FFA
2128
Frazier Financial Advisors
Ohio
$53.2K
SIC
2129
SJS Investment Consulting
Ohio
$52.4K -$2.99K -9 -5%
HFS
2130
Hopwood Financial Services
Virginia
$50.4K +$50.4K +152 New
CPG
2131
Cornerstone Planning Group
New Jersey
$50.2K -$623 -2 -1%
BOJHT
2132
Bank of Jackson Hole Trust
Wyoming
$50.1K +$50.1K +151 New
LWANC
2133
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.8K -$16.3K -49 -25%
GTAM
2134
Global Trust Asset Management
Florida
$49.8K
BCM
2135
Berbice Capital Management
New York
$49.8K +$49.8K +150 New
SGC
2136
Slocum, Gordon & Co
Rhode Island
$49.8K +$49.8K +150 New
RMP
2137
Richards, Merrill & Peterson
Washington
$48.8K +$48.8K +147 New
FLP
2138
Financial Life Planners
Arizona
$47K +$47K +142 New
HWA
2139
Heritage Wealth Advisors
Virginia
$46.5K -$99.2K -299 -68%
NFSG
2140
Newbridge Financial Services Group
Florida
$45.5K
PCWA
2141
Pacific Capital Wealth Advisors
California
$45.5K -$2.99K -9 -6%
TAM
2142
Tucker Asset Management
Colorado
$44.1K +$996 +3 +2%
CSWM
2143
Cassady Schiller Wealth Management
Ohio
$43.8K +$2.99K +9 +7%
AF
2144
Atala Financial
California
$43.8K +$43.8K +132 New
S
2145
Sachetta
Massachusetts
$42.5K -$36.8K -111 -46%
FP
2146
Financial Perspectives
Minnesota
$41.2K
EA
2147
Evolution Advisers
Virginia
$41K
CIR
2148
Clear Investment Research
Georgia
$40.7K
SFO
2149
Standard Family Office
South Dakota
$39.8K -$53.1K -160 -57%
CSB
2150
City State Bank
Iowa
$39.5K -$3.65K -11 -8%