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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
DWM
776
Dakota Wealth Management
Florida
$2.64M -$12.4M -39,721 -80%
MWM
777
MGB Wealth Management
Texas
$2.64M -$49.2K -158 -2%
GF
778
Gries Financial
Ohio
$2.62M -$482K -1,547 -14%
LB
779
Legacy Bridge
Iowa
$2.61M +$109K +350 +4%
ECM
780
Element Capital Management
New York
$2.6M +$2.97M +9,550 New
VVP
781
Venture Visionary Partners
Ohio
$2.58M +$84.4K +271 +3%
SIA
782
Soltis Investment Advisors
Utah
$2.57M +$2.23M +7,147 +308%
HBT
783
Hills Bank & Trust
Iowa
$2.56M +$2.3M +7,377 +360%
EF
784
Empowered Funds
Pennsylvania
$2.56M +$154K +496 +6%
HL
785
HeadInvest LLC
Maine
$2.56M +$107K +344 +4%
USAA
786
United Services Automobile Association
Texas
$2.55M +$2.9M +9,301 New
CFIA
787
Cantor Fitzgerald Investment Advisors
New York
$2.55M -$13.1K -42 -0.4%
HWMO
788
Heritage Wealth Management (Ohio)
Ohio
$2.54M -$26.5K -85 -0.9%
PWS
789
Peterson Wealth Services
Utah
$2.54M +$220K +707 +8%
SEIA
790
Signature Estate & Investment Advisors
California
$2.53M +$91.9K +295 +3%
AAF
791
Andra AP-fonden
Sweden
$2.53M +$2.9M +9,300 New
RWP
792
RWA Wealth Partners
Massachusetts
$2.52M -$832K -2,673 -22%
HI
793
Harbour Investments
Wisconsin
$2.52M +$218K +700 +8%
GWM
794
Geneos Wealth Management
Colorado
$2.51M +$1.75M +5,631 +214%
DAS
795
Dynamic Advisor Solutions
Arizona
$2.51M -$138K -443 -5%
BPC
796
Bearing Point Capital
Minnesota
$2.51M +$327K +1,050 +13%
LWP
797
LMG Wealth Partners
Louisiana
$2.5M +$193K +621 +7%
TSS
798
Two Sigma Securities
New York
$2.49M +$2.62M +8,402 +1,087%
CCS
799
Concentric Capital Strategies
Connecticut
$2.45M +$2.81M +9,014 New
WP
800
WealthShield Partners
North Carolina
$2.45M -$1.56K -5 -0.1%

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.