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 %
LAM
2201
Lummis Asset Management
Texas
$15.9K
PPWM
2202
PFG Private Wealth Management
Florida
$15.9K
SC
2203
Solstein Capital
California
$15.3K
CWM
2204
Consultiva Wealth Management
Puerto Rico
$13.9K +$13.9K +42 New
CMP
2205
Coston McIsaac & Partners
Maine
$13K
RTL
2206
Red Tortoise LLC
Georgia
$12.6K
LOIP
2207
Live Oak Investment Partners
Texas
$11.9K -$14.9K
GJIA
2208
Glass Jacobson Investment Advisors
Maryland
$11.6K -$12.3K -37 -51%
SWM
2209
Sugarloaf Wealth Management
Georgia
$11.6K
AWM
2210
Accredited Wealth Management
Kentucky
$11K +$11K +33 New
HI
2211
Hoey Investments
Pennsylvania
$9.96K
HNB
2212
Hilltop National Bank
Wyoming
$9.96K
NMG
2213
New Millennium Group
Utah
$9.96K +$6.31K +19 +173%
SFA
2214
Semmax Financial Advisors
North Carolina
$9.54K -$9.24K -30 -49%
JFA
2215
JNBA Financial Advisors
Minnesota
$9.29K
BFPW
2216
BOK Financial Private Wealth
Colorado
$9.29K +$996 +3 +12%
HWM
2217
HighMark Wealth Management
Minnesota
$8.63K
MAS
2218
MPWM Advisory Solutions
Georgia
$8.63K +$8.63K +26 New
TCM
2219
Tributary Capital Management
Nebraska
$8.3K
ETS
2220
ESL Trust Services
New York
$7.97K
NC
2221
NewSquare Capital
Pennsylvania
$6.97K +$6.97K +21 New
RWM
2222
Ruedi Wealth Management
Illinois
$5.97K
CWA
2223
Carolina Wealth Advisors
South Carolina
$5.64K
KWAG
2224
Kiely Wealth Advisory Group
North Carolina
$5.44K
FGC
2225
Financial Gravity Companies
Texas
$5.31K +$4.98K +15 +1,500%