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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
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$5.32M +$376K +1,207 +7%
PCA
552
Providence Capital Advisors
North Carolina
$5.31M +$104K +333 +2%
SAM
553
Strategy Asset Managers
California
$5.3M -$507K -1,629 -8%
GPFA
554
Game Plan Financial Advisors
Ohio
$5.28M +$1.8M +5,790 +42%
RBA
555
Richard Bernstein Advisors
New York
$5.27M -$268K -860 -4%
EIA
556
Eastover Investment Advisors
North Carolina
$5.26M +$239K +767 +4%
SAM
557
Silphium Asset Management
United Kingdom
$5.26M +$647K +2,079 +12%
BWG
558
Berry Wealth Group
Texas
$5.23M -$1.08M -3,481 -15%
SWP
559
Sagespring Wealth Partners
Tennessee
$5.18M -$119K -381 -2%
ACA
560
Anchor Capital Advisors
Massachusetts
$5.17M -$108K -346 -2%
MAM
561
Mystic Asset Management
Rhode Island
$5.16M -$81.3K -261 -1%
SIC
562
Schwartz Investment Counsel
Michigan
$5.08M
CL
563
Choreo LLC
Illinois
$5.07M -$178K -571 -3%
IMCOOI
564
Investment Management Corp of Ontario (IMCO)
Canada
$5.03M +$31.1K +100 +0.5%
ATC
565
Argent Trust Co
Tennessee
$5.03M +$220K +705 +4%
SI
566
Symmetry Investments
Jersey
$5.03M +$5.76M +18,500 New
NMERB
567
New Mexico Educational Retirement Board
New Mexico
$5.02M -$156K -500 -3%
MSRPS
568
Maryland State Retirement & Pension System
Maryland
$5.02M -$895K -2,875 -13%
TFA
569
Transamerica Financial Advisors
Florida
$4.96M -$246K -789 -4%
DS
570
DRW Securities
Illinois
$4.95M +$1.92M +6,164 +51%
LCS
571
Levin Capital Strategies
New York
$4.94M +$944K +3,032 +20%
JIR
572
James Investment Research
Ohio
$4.93M -$2.87M -9,220 -34%
GI
573
GAMCO Investors
Connecticut
$4.89M -$688K -2,210 -11%
SA
574
Strategic Advisors
New York
$4.88M +$2.72M +8,749 +95%
IIM
575
INTECH Investment Management
Florida
$4.87M -$525K -1,686 -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.