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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
BIP
576
Bouvel Investment Partners
Pennsylvania
$4.87M -$80.3K -258 -2%
KIA
577
KCM Investment Advisors
California
$4.85M -$78.5K -252 -1%
YIA
578
YHB Investment Advisors
Connecticut
$4.85M +$469K +1,507 +9%
WCM
579
Windward Capital Management
California
$4.85M -$276K -885 -5%
JGCM
580
Joseph Group Capital Management
Ohio
$4.84M +$1.2M +3,839 +27%
TCA
581
Trifecta Capital Advisors
Illinois
$4.84M +$458K +1,470 +9%
FWC
582
First Washington Corp
Washington
$4.83M +$1.82M +5,859 +49%
LFG
583
Lazard Frères Gestion
France
$4.77M +$3.6M +11,546 +192%
WB
584
Webster Bank
Connecticut
$4.76M -$125K -400 -2%
NB
585
Norinchukin Bank
Japan
$4.73M +$599K +1,924 +12%
DILIC
586
Dai-ichi Life Insurance Company
Japan
$4.73M -$2.34M -7,500 -30%
CIA
587
Concurrent Investment Advisors
Florida
$4.72M -$587K -1,884 -10%
BPA
588
Beacon Pointe Advisors
California
$4.69M +$120K +384 +2%
BHA
589
Beech Hill Advisors
New York
$4.69M -$31.1K -100 -0.6%
PCA
590
Pallas Capital Advisors
Massachusetts
$4.69M +$1.15M +3,708 +27%
SCM
591
Silvant Capital Management
Georgia
$4.67M +$47.6K +153 +0.9%
VA
592
Vident Advisory
Georgia
$4.66M +$1.32M +4,225 +33%
MGP
593
Metis Global Partners
California
$4.63M +$557K +1,788 +12%
AOWM
594
Alpha Omega Wealth Management
Virginia
$4.59M -$762K -2,448 -13%
MIA
595
MMBG Investment Advisors
Florida
$4.57M +$1.37M +4,390 +35%
GT
596
Greenleaf Trust
Michigan
$4.57M -$20.6K -66 -0.4%
RBC
597
Romano Brothers & Co
Illinois
$4.56M +$291K +934 +6%
SP
598
Stonebrook Private
Michigan
$4.55M -$453K -1,456 -8%
MPPLM
599
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.52M -$67.6K -217 -1%
FNT
600
First National Trust
Pennsylvania
$4.51M -$156K -502 -3%

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.