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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
Acadian Asset Management
451
Acadian Asset Management
Massachusetts
$8.23M -$4.19M -13,448 -31%
PCTC
452
Perkins Coie Trust Company
Washington
$8.17M -$114K -365 -1%
DJSG
453
D.J. St. Germain
Massachusetts
$8.16M -$16.5K -53 -0.2%
HPIA
454
Hamilton Point Investment Advisors
North Carolina
$8.11M +$19.3K +62 +0.2%
UE
455
Unisphere Establishment
Liechtenstein
$8.07M +$3.02M +9,700 +49%
SCM
456
Sirios Capital Management
Massachusetts
$8.04M +$484K +1,554 +6%
WAS
457
WESPAC Advisors SoCal
California
$8.01M +$2.14M +6,859 +30%
ACM
458
Altrius Capital Management
North Carolina
$7.99M +$2.35M +7,535 +34%
GSCM
459
Greenfield Seitz Capital Management
Texas
$7.95M +$216K +694 +2%
CAM
460
Carret Asset Management
New York
$7.95M +$69.7K +224 +0.8%
FCH
461
Freestone Capital Holdings
Washington
$7.94M -$8.1K -26 -0.1%
Wellington Management Group
462
Wellington Management Group
Massachusetts
$7.94M +$779K +2,501 +9%
QIM
463
Quest Investment Management
Oregon
$7.92M +$2.41M +7,745 +36%
Susquehanna International Group
464
Susquehanna International Group
Pennsylvania
$7.87M -$95.8M -307,699 -91%
FTWA
465
Fifth Third Wealth Advisors
Ohio
$7.84M +$682K +2,189 +8%
FT
466
Fiduciary Trust
Massachusetts
$7.75M +$572K +1,838 +7%
BIM
467
Bridges Investment Management
Nebraska
$7.68M -$67.9K -218 -0.8%
CFSG
468
Community Financial Services Group
Vermont
$7.65M +$719K +2,308 +9%
WAM
469
Winslow Asset Management
Ohio
$7.61M -$237K -761 -3%
AAS
470
Annex Advisory Services
Wisconsin
$7.56M -$130K -418 -1%
HIP
471
Harrell Investment Partners
Texas
$7.52M -$1.02M -3,266 -11%
FA
472
Fiduciary Alliance
South Carolina
$7.48M -$660K -2,120 -7%
AUB
473
Atlantic Union Bankshares
Virginia
$7.47M -$395K -1,269 -4%
MWA
474
Meridian Wealth Advisors
Texas
$7.39M +$53.2K +171 +0.6%
RG
475
Rathbones Group
United Kingdom
$7.39M -$827K -2,657 -9%

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.