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 %
FA
2326
FSA Advisors
Michigan
-$260K -787 Closed
BFS
2327
Bard Financial Services
Connecticut
-$255K -770 Closed
WCFA
2328
Walkner Condon Financial Advisors
Wisconsin
-$241K -728 Closed
MRC
2329
Millburn Ridgefield Corp
New York
-$235K -710 Closed
SBIA
2330
Sheaff Brock Investment Advisors
Indiana
-$229K -692 Closed
HFS
2331
Heritage Financial Services
Massachusetts
-$227K -685 Closed
CCAL
2332
City Center Advisors LLC
Michigan
-$226K -681 Closed
DC
2333
Darrow Company
Massachusetts
-$224K -677 Closed
HA
2334
Harfst & Associates
Wyoming
-$216K -651 Closed
RWM
2335
Refined Wealth Management
Utah
-$212K -641 Closed
KMWM
2336
Keudell/Morrison Wealth Management
Oregon
-$212K -641 Closed
RCI
2337
RS Crum Inc
California
-$211K -638 Closed
PBO
2338
Peoples Bank (Ohio)
Ohio
-$209K -631 Closed
MSFS
2339
Main Street Financial Solutions
Pennsylvania
-$207K -624 Closed
TFA
2340
Tobias Financial Advisors
Florida
-$207K -624 Closed
SFG
2341
Sunburst Financial Group
Alabama
-$206K -622 Closed
CWS
2342
Cypress Wealth Services
California
-$201K -606 Closed
EL
2343
EWA LLC
Pennsylvania
-$205K -567 Closed
BWP
2344
Baldwin Wealth Partners
Massachusetts
-$150K -454 Closed
GJWM
2345
Gilliland Jeter Wealth Management
Arkansas
-$137K -414 Closed
HGA
2346
Hobbs Group Advisors
South Carolina
-$119K -358 Closed
JPWM
2347
Jamison Private Wealth Management
Georgia
-$74.9K -226 Closed
AWA
2348
Authentikos Wealth Advisory
California
-$57K -172 Closed
GA
2349
GoalVest Advisory
New York
-$49.1K -148 Closed
RWA
2350
Redmont Wealth Advisors
Illinois
-$35.1K -106 Closed