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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
WIA
326
World Investment Advisors
California
$14M -$114K -366 -0.7%
SFA
327
Sequoia Financial Advisors
Ohio
$14M +$528K +1,697 +3%
Thrivent Financial for Lutherans
328
Thrivent Financial for Lutherans
Minnesota
$13.9M -$12.1M -38,929 -47%
WTFG
329
Wells Trecaso Financial Group
Ohio
$13.9M +$52.3K +168 +0.3%
LBC
330
Lowe Brockenbrough & Co
Virginia
$13.9M -$221K -711 -1%
AF
331
Alerus Financial
North Dakota
$13.9M -$1.01M -3,239 -6%
Wealthfront Advisers
332
Wealthfront Advisers
California
$13.9M +$1.54M +4,940 +11%
FNT
333
First Nebraska Trust
Nebraska
$13.8M +$653K +2,097 +4%
FAB
334
First American Bank
Illinois
$13.7M -$39.5K -127 -0.3%
GIM
335
Goelzer Investment Management
Indiana
$13.7M -$2.24M -7,195 -12%
GC
336
Guggenheim Capital
Illinois
$13.6M -$10.2M -32,850 -40%
FAM
337
Fred Alger Management
New York
$13.5M -$54.3M -174,339 -78%
AV
338
ASR Vermogensbeheer
Netherlands
$13.2M +$15.1M +48,458 New
AIP
339
ARS Investment Partners
New York
$13.1M -$18.7K -60 -0.2%
SC
340
Scotia Capital
Ontario, Canada
$13.1M +$797K +2,561 +6%
FSA
341
Franklin Street Advisors
North Carolina
$13.1M +$316K +1,016 +2%
Lord, Abbett & Co
342
Lord, Abbett & Co
New Jersey
$13.1M -$152M -488,190 -91%
BAAM
343
Baker Avenue Asset Management
California
$13M +$156K +502 +1%
SF
344
Synovus Financial
Georgia
$13M +$1.33M +4,284 +10%
CWM
345
CIBC World Markets
New York
$13M -$4.61M -14,795 -24%
SC
346
Shellback Capital
Massachusetts
$13M +$14.8M +47,659 New
AGAM
347
Avalon Global Asset Management
California
$12.9M +$778K +2,500 +6%
SCM
348
SIR Capital Management
New York
$12.9M +$14.8M +47,580 New
AAS
349
Avantax Advisory Services
Texas
$12.7M +$641K +2,059 +5%
FAF
350
Fjarde Ap-fonden
Sweden
$12.7M -$2.99M -9,600 -17%

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.