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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
JCM
726
Janney Capital Management
Pennsylvania
$3.01M -$168K -538 -5%
EGM
727
Engineers Gate Manager
New York
$3.01M -$8.2M -26,323 -70%
LA
728
Lifeworks Advisors
Michigan
$2.99M +$334K +1,072 +11%
CCT
729
Capital City Trust
Florida
$2.98M -$70.7K -227 -2%
LD
730
Lipe & Dalton
New York
$2.97M -$68.5K -220 -2%
EAM
731
EFG Asset Management
Oregon
$2.97M +$280K +900 +9%
DA
732
Doliver Advisors
Texas
$2.96M +$124K +397 +4%
PPWP
733
Proquility Private Wealth Partners
Nevada
$2.96M +$771K +2,476 +29%
OSNBOA
734
Old Second National Bank of Aurora
Illinois
$2.96M -$869K -2,790 -20%
ISWM
735
Independent Solutions Wealth Management
New York
$2.92M +$1.87K +6 +0.1%
OWP
736
Obermeyer Wealth Partners
Colorado
$2.91M +$384K +1,234 +13%
CCM
737
Coldstream Capital Management
Washington
$2.9M +$52.9K +170 +2%
VFA
738
Valeo Financial Advisors
Indiana
$2.89M -$279K -897 -8%
FCP
739
Fidelis Capital Partners
Florida
$2.87M +$519K +1,667 +20%
CWMK
740
Caliber Wealth Management (Kansas)
Kansas
$2.87M +$3.29M +10,554 New
BEAM
741
Baker Ellis Asset Management
Washington
$2.87M +$3.28M +10,545 New
BTI
742
Blue Trust Inc
Georgia
$2.83M +$119K +383 +4%
TFA
743
Teamwork Financial Advisors
Texas
$2.83M +$1.62M +5,216 +101%
CSP
744
Cary Street Partners
Virginia
$2.83M +$13.1K +42 +0.4%
SP
745
SWS Partners
Ohio
$2.82M +$94.3K +303 +3%
NL
746
NVWM LLC
Pennsylvania
$2.82M +$1.75M +5,626 +119%
FFA
747
Farther Finance Advisors
California
$2.82M +$818K +2,626 +35%
SFI
748
Siemens Fonds Invest
Germany
$2.82M +$55.4K +178 +2%
TSMHT
749
Thurston Springer Miller Herd & Titak
Indiana
$2.81M +$499K +1,601 +18%
GFM
750
GF Fund Management
China
$2.81M -$2.81M -9,010 -47%

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.