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2,322 hedge funds and large institutions have $117B invested in Eaton in 2025 Q2 according to their latest regulatory filings, with 290 funds opening new positions, 945 increasing their positions, 770 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 290 | Existing positions closed: 129

120% more call options, than puts

Call options by funds: $3.1B | Put options by funds: $1.41B

94% more funds holding in top 10

Funds holding in top 10: 3262 (+30)

32% more capital invested

Capital invested by funds: $88.7B → $117B (+$28.2B)

23% more repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 770

6% more funds holding

Funds holding: 2,1892,322 (+133)

0.39% more ownership

Funds ownership: 83.39%83.78% (+0.39%)

Holders
2,322
Holders Change
+133
Holders Change %
+6.08%
% of All Funds
30.57%
Holding in Top 10
62
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+93.75%
% of All Funds
0.82%
New
290
Increased
945
Reduced
770
Closed
129
Calls
$3.1B
Puts
$1.41B
Net Calls
+$1.69B
Net Calls Change
+$939M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
851
Mattson Financial Services
Michigan
$2.69M +$152K +492 +7%
LWP
852
LMG Wealth Partners
Louisiana
$2.69M -$519K -1,684 -18%
FRA
853
Frank Rimerman Advisors
California
$2.68M +$1.47M +4,763 +173%
DAS
854
DMKC Advisory Services
Iowa
$2.67M +$2.16M +7,024 New
SIC
855
Samalin Investment Counsel
New York
$2.67M
VWM
856
Vivid Wealth Management
Iowa
$2.66M +$37K +120 +2%
TCWA
857
Turtle Creek Wealth Advisors
Texas
$2.65M +$2.29M +7,436 New
CPA
858
Capital Planning Advisors
California
$2.65M +$434K +1,409 +23%
IFWM
859
Institute for Wealth Management
Colorado
$2.65M +$4.62K +15 +0.2%
CAMG
860
CWA Asset Management Group
Florida
$2.64M +$141K +457 +7%
QC
861
Quaero Capital
Switzerland
$2.64M -$371K -1,205 -14%
HP
862
Hilltop Partners
Indiana
$2.64M +$1.23K +4 +0.1%
KCM
863
Kornitzer Capital Management
Kansas
$2.64M +$15.4K +50 +0.7%
ECM
864
Evergreen Capital Management
Washington
$2.62M -$80.1K -260 -3%
TSMHT
865
Thurston Springer Miller Herd & Titak
Indiana
$2.62M -$926K -3,006 -29%
VSQM
866
V-Square Quantitative Management
Illinois
$2.6M +$168K +545 +8%
AWA
867
Aaron Wealth Advisors
Illinois
$2.59M +$158K +514 +8%
SB
868
Simmons Bank
Arkansas
$2.59M +$1.54K +5 +0.1%
MWM
869
Modern Wealth Management
Kansas
$2.58M +$117K +380 +6%
KWM
870
Keebeck Wealth Management
Illinois
$2.56M +$2.21M +7,181 New
AMIM
871
Aull & Monroe Investment Management
Alabama
$2.56M -$308K -1,000 -12%
SIAP
872
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.55M -$32.3K -105 -1%
WTA
873
Washington Trust Advisors
Massachusetts
$2.54M +$108K +351 +5%
PWM
874
Perigon Wealth Management
California
$2.54M +$184K +597 +9%
CAMV
875
Concord Asset Management (Virginia)
Virginia
$2.53M -$8.93K -29 -0.4%

ETN Hedge Fund Activity: Q2 2025 in Review

2,322 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2025, worth a combined $117B — up 32% from $88.7B a quarter earlier.

Buyers outnumbered sellers: 290 funds opened new ETN positions and 129 closed out — a net gain of 161 holders — while 945 added to existing stakes and 770 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $598M. The largest seller was BlackRock, cutting an estimated $443M.

  • 2,322 institutional investors held Eaton (ETN) as of Q2 2025, up from 2,189 in Q1 2025.
  • Funds reported $117B of Eaton stock for Q2 2025, up 32% quarter-over-quarter.
  • 290 funds opened new Eaton positions in Q2 2025 and 129 closed out, a net change of +161 holders.
  • The largest Eaton buyer in Q2 2025 was JP Morgan Chase, an estimated $598M added.
  • The largest Eaton seller in Q2 2025 was BlackRock, an estimated $443M sold.

Based on aggregated 13F filings for Q2 2025.