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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
IAA
426
Independent Advisor Alliance
North Carolina
$9.03M -$716K -2,301 -6%
FIM
427
FWL Investment Management
Texas
$9M +$3.19M +10,240 +45%
Walleye Capital
428
Walleye Capital
New York
$8.86M +$5.71M +18,339 +129%
BCI
429
Brinker Capital Investments
Pennsylvania
$8.78M +$520K +1,671 +5%
OPS
430
Orion Portfolio Solutions
Nebraska
$8.78M +$520K +1,671 +5%
HFS
431
Haverford Financial Services
Pennsylvania
$8.69M -$79.7K -256 -0.8%
SCA
432
Stonebridge Capital Advisors
Minnesota
$8.65M +$5.37M +17,244 +118%
RWA
433
River Wealth Advisors
Pennsylvania
$8.64M +$337K +1,083 +4%
MSU
434
Mizuho Securities USA
New York
$8.6M -$1.81M -5,812 -16%
FNBOO
435
First National Bank of Omaha
Nebraska
$8.57M -$388K -1,247 -4%
CGPCS
436
Capital Group Private Client Services
California
$8.5M +$9.74M +31,267 New
LCM
437
Logan Capital Management
Pennsylvania
$8.48M +$2.07M +6,660 +27%
AWM
438
Apollon Wealth Management
South Carolina
$8.44M +$4.3M +13,819 +80%
PAM
439
Pegasus Asset Management
New York
$8.44M +$96.2K +309 +1%
HH
440
Hilltop Holdings
Texas
$8.39M +$1.84M +5,925 +24%
GIM
441
Generate Investment Management
New Zealand
$8.35M -$2.33M -7,482 -20%
Hudson Bay Capital Management
442
Hudson Bay Capital Management
Connecticut
$8.33M -$21.6M -69,372 -69%
MGWM
443
Marks Group Wealth Management
Minnesota
$8.32M +$712K +2,286 +8%
Rafferty Asset Management
444
Rafferty Asset Management
New York
$8.31M -$2.18M -7,007 -19%
EWA
445
EP Wealth Advisors
California
$8.31M -$80K -257 -0.8%
MFG
446
Merit Financial Group
Georgia
$8.29M +$196K +631 +2%
ACM
447
Arosa Capital Management
Florida
$8.26M -$498K -1,600 -5%
GI
448
GLOBALT Investments
Georgia
$8.25M -$70.4K -226 -0.7%
SCA
449
Snowden Capital Advisors
New York
$8.24M +$53.2K +171 +0.6%
Verition Fund Management
450
Verition Fund Management
Connecticut
$8.24M -$20.4M -65,531 -68%

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.