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2,188 hedge funds and large institutions have $88.7B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 932 increasing their positions, 801 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.75B | Put options by funds: $997M

16% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 801

1.25% more ownership

Funds ownership: 82.14%83.39% (+1.2%)

4% less funds holding

Funds holding: 2,2792,188 (-91)

18% less capital invested

Capital invested by funds: $108B → $88.7B (-$19B)

25% less first-time investments, than exits

New positions opened: 163 | Existing positions closed: 217

50% less funds holding in top 10

Funds holding in top 10: 6432 (-32)

Holders
2,188
Holders Change
-91
Holders Change %
-3.99%
% of All Funds
29.34%
Holding in Top 10
32
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-50%
% of All Funds
0.43%
New
163
Increased
932
Reduced
801
Closed
217
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
251
Davidson Investment Advisors
Montana
$22.2M +$8.76M +28,132 +53%
Focus Partners Wealth
252
Focus Partners Wealth
Massachusetts
$22.1M +$868K +2,787 +4%
AB
253
Amalgamated Bank
New York
$22M +$80K +257 +0.3%
PFPT
254
Pinnacle Financial Partners (Tennessee)
Tennessee
$21.9M +$261K +838 +1%
RPI
255
Railway Pension Investments
United Kingdom
$21.6M +$311K +1,000 +1%
BT
256
Banque Transatlantique
France
$21.2M -$3.16M -10,137 -11%
NRG
257
Nemes Rush Group
Michigan
$21.2M +$64.5K +207 +0.3%
MLL
258
Moody Lynn & Lieberson
Massachusetts
$21M -$517K -1,661 -2%
GGI
259
Godsey & Gibb Inc
Virginia
$21M +$163K +524 +0.7%
Calamos Advisors
260
Calamos Advisors
Illinois
$20.7M +$264K +847 +1%
BCIM
261
British Columbia Investment Management
British Columbia, Canada
$20.5M -$203K -652 -0.9%
TRSOTSOK
262
Teachers Retirement System of the State of Kentucky
Kentucky
$20.5M +$5.36M +17,216 +30%
MML Investors Services
263
MML Investors Services
Massachusetts
$20.4M +$4.82M +15,482 +26%
Kayne Anderson Rudnick Investment Management
264
Kayne Anderson Rudnick Investment Management
California
$19.9M +$224K +719 +1%
CAI
265
Capital Advisors Inc
Oklahoma
$19.6M +$403K +1,295 +2%
Marshall Wace
266
Marshall Wace
United Kingdom
$19.6M +$22.1M +70,947 +5,457%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$19.6M +$1.17M +3,760 +5%
CIG
268
Cullen Investment Group
Louisiana
$19.5M +$332K +1,066 +2%
BFA
269
Bragg Financial Advisors
North Carolina
$19.4M -$116K -371 -0.5%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$19.3M +$2.19M +7,036 +11%
CI Investments Inc
271
CI Investments Inc
Ontario, Canada
$18.9M +$5.27M +16,919 +32%
GI
272
Gradient Investments
Minnesota
$18.8M +$4.84M +15,542 +29%
SEM
273
Suncoast Equity Management
Florida
$18.8M +$508K +1,631 +2%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$18.7M +$2.61M +8,375 +14%
AF
275
Allworth Financial
California
$18.7M +$929K +2,984 +5%

ETN Hedge Fund Activity: Q1 2025 in Review

2,188 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2025, worth a combined $88.7B — down 18% from $108B a quarter earlier.

Sellers outnumbered buyers: 217 funds closed out of ETN and 163 opened new positions — a net loss of 54 holders — while 801 trimmed existing stakes and 932 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.28B. The largest seller was Capital World Investors, exiting entirely with an estimated $1.36B sold.

  • 2,188 institutional investors held Eaton (ETN) as of Q1 2025, down from 2,279 in Q4 2024.
  • Funds reported $88.7B of Eaton stock for Q1 2025, down 18% quarter-over-quarter.
  • 163 funds opened new Eaton positions in Q1 2025 and 217 closed out, a net change of -54 holders.
  • The largest Eaton buyer in Q1 2025 was JP Morgan Chase, an estimated $1.28B added.
  • The largest Eaton seller in Q1 2025 was Capital World Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2025.