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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
BCM
651
Brasada Capital Management
Texas
$3.79M -$467K -1,499 -9%
AWS
652
Atria Wealth Solutions
New York
$3.79M -$369K -1,184 -8%
SCA
653
St. Clair Advisors
Ohio
$3.75M +$3.11K +10 +0.1%
TCM
654
Tandem Capital Management
New Jersey
$3.74M +$95.9K +308 +2%
TRCT
655
Tower Research Capital (TRC)
New York
$3.73M -$2.63M -8,453 -38%
AWM
656
Affinity Wealth Management
Delaware
$3.73M +$38.9K +125 +0.9%
NHT
657
New Hampshire Trust
New Hampshire
$3.73M +$87.5K +281 +2%
TNBTD
658
Trustmark National Bank Trust Department
Mississippi
$3.72M -$1.84M -5,898 -30%
DA
659
Dover Advisors
Virginia
$3.68M +$564K +1,811 +15%
MWM
660
Mission Wealth Management
California
$3.67M +$2.65M +8,500 +169%
CCM
661
Cullen Capital Management
New York
$3.64M -$242K -776 -5%
SSA
662
South Street Advisors
New York
$3.64M -$209K -670 -5%
BCV
663
Banque Cantonale Vaudoise
Switzerland
$3.62M +$4.14M +13,305 New
NB
664
NBT Bank
New York
$3.6M +$464K +1,491 +13%
GI
665
GAMMA Investing
California
$3.59M +$29.9K +96 +0.7%
BFG
666
Bleakley Financial Group
New Jersey
$3.59M +$82.5K +265 +2%
SPC
667
Sigma Planning Corp
Michigan
$3.58M +$384K +1,232 +10%
PGA
668
Portland Global Advisors
Maine
$3.58M +$108K +347 +3%
PIWA
669
Prevail Innovative Wealth Advisors
Kansas
$3.55M +$4.06M +13,047 New
HIC
670
Holderness Investments Company
North Carolina
$3.54M +$30.5K +98 +0.8%
MIM
671
Marco Investment Management
Georgia
$3.54M +$1.34M +4,294 +49%
FWP
672
FAS Wealth Partners
Kansas
$3.51M +$234K +751 +6%
TCA
673
Transcend Capital Advisors
New Jersey
$3.51M +$178K +572 +5%
HI
674
Horizon Investments
North Carolina
$3.5M -$1.03M -3,316 -20%
TC
675
TownSquare Capital
Utah
$3.49M +$2.13M +6,837 +114%

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.