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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
SIC
676
SFE Investment Counsel
California
$3.46M +$1.09M +3,490 +38%
JWCA
677
J.W. Coons Advisors
Ohio
$3.45M -$18.7K -60 -0.5%
KWA
678
Kingswood Wealth Advisors
California
$3.45M -$198K -636 -5%
SLI
679
Sumitomo Life Insurance
Japan
$3.44M -$40.2K -129 -1%
LMIM
680
Lockheed Martin Investment Management
Maryland
$3.43M +$3.92M +12,600 New
PWA
681
Phoenix Wealth Advisors
North Carolina
$3.41M -$94K -302 -2%
HF
682
HRT Financial
New York
$3.4M -$16.7M -53,723 -81%
KM
683
KP Management
Minnesota
$3.4M
NAAA
684
New Age Alpha Advisors
New York
$3.4M
RA
685
Ransom Advisory
Rhode Island
$3.39M -$46.7K -150 -1%
CT
686
Coastline Trust
Rhode Island
$3.36M -$49.2K -158 -1%
PMAM
687
Picton Mahoney Asset Management
Ontario, Canada
$3.36M -$10.6M -34,022 -73%
WA
688
Waverly Advisors
Alabama
$3.36M +$245K +787 +7%
BIM
689
Baldwin Investment Management
Pennsylvania
$3.36M +$425K +1,365 +12%
BWM
690
BNC Wealth Management
Oregon
$3.31M -$1.8M -5,766 -32%
S
691
SignatureFD
Georgia
$3.31M -$22.4K -72 -0.6%
ACM
692
Aquatic Capital Management
Illinois
$3.3M -$10.1M -32,588 -73%
WA
693
Wambolt & Associates
Colorado
$3.3M -$70.7K -227 -2%
WMA
694
West Michigan Advisors
Michigan
$3.29M +$24.9K +80 +0.7%
SC
695
Sawyer & Company
Massachusetts
$3.28M -$279K -895 -7%
William Blair Investment Management
696
William Blair Investment Management
Illinois
$3.28M -$248K -798 -6%
LIM
697
Leavell Investment Management
Alabama
$3.26M +$229K +737 +7%
HAG
698
HighPoint Advisor Group
Illinois
$3.25M +$648K +2,082 +23%
IWA
699
Icon Wealth Advisors
Texas
$3.25M -$643K -2,065 -15%
GAM
700
Groupama Asset Management
France
$3.24M +$1.44M +4,631 +64%

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.