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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
KPWS
351
Kestra Private Wealth Services
Texas
$12.6M +$1.98M +6,350 +16%
CTA
352
Colonial Trust Advisors
South Carolina
$12.6M +$753K +2,417 +5%
SOADOR
353
State of Alaska Department of Revenue
Alaska
$12.6M +$386K +1,240 +3%
MOACM
354
Mutual of America Capital Management
New York
$12.5M -$431K -1,385 -3%
AS
355
Aware Super
Australia
$12.5M +$10.9M +34,870 +316%
MC
356
Moors & Cabot
Massachusetts
$12.5M +$185K +594 +1%
AT
357
AMF Tjänstepension
Sweden
$12.5M
AWM
358
AE Wealth Management
Kansas
$12.1M +$1.31M +4,212 +10%
YCM
359
Yousif Capital Management
Michigan
$12M -$889K -2,856 -6%
BFIM
360
Beese Fulmer Investment Management
Ohio
$11.9M +$1.03M +3,294 +8%
BCM
361
Bourgeon Capital Management
Connecticut
$11.9M -$62K -199 -0.5%
PAG
362
Private Advisor Group
New Jersey
$11.8M +$1.04M +3,333 +8%
SIA
363
Sit Investment Associates
Minnesota
$11.8M +$1.37M +4,387 +11%
BPWM
364
Badgley Phelps Wealth Managers
Washington
$11.7M +$271K +870 +2%
TI
365
Trexquant Investment
Connecticut
$11.7M +$5.57M +17,886 +71%
ACA
366
Aptus Capital Advisors
Alabama
$11.7M +$891K +2,861 +7%
SW
367
SVB Wealth
Massachusetts
$11.6M -$2.15M -6,910 -14%
TCOV
368
Trust Company of Vermont
Vermont
$11.5M -$421K -1,351 -3%
SSA
369
Schonfeld Strategic Advisors
New York
$11.4M -$4.68M -15,036 -26%
ECM
370
EagleClaw Capital Management
Massachusetts
$11.4M -$38.9K -125 -0.3%
CA
371
Clearstead Advisors
Ohio
$11.4M +$124K +397 +1%
BFO
372
Boston Family Office
Massachusetts
$11.3M +$944K +3,032 +8%
BCP
373
Blue Chip Partners
Michigan
$11.3M -$2.43M -7,801 -16%
SSB
374
Sandy Spring Bank
Maryland
$11.3M +$1.13M +3,644 +10%
IC
375
IEQ Capital
California
$11.3M +$1.16M +3,739 +10%

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.