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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
VSQM
901
V-Square Quantitative Management
Illinois
$1.84M +$143K +460 +7%
WG
902
Winton Group
United Kingdom
$1.83M +$2.1M +6,748 New
AWA
903
Aaron Wealth Advisors
Illinois
$1.83M +$29K +93 +1%
RWM
904
Ritholtz Wealth Management
New York
$1.83M +$76K +244 +4%
RGF
905
Retirement Guys Formula
Ohio
$1.83M +$2.1M +6,738 New
PWP
906
Principle Wealth Partners
Connecticut
$1.83M +$206K +660 +11%
PFS
907
Physicians Financial Services
North Carolina
$1.83M -$233K -748 -10%
MMA
908
Miracle Mile Advisors
California
$1.83M +$47.3K +152 +2%
TIA
909
Trust Investment Advisors
Indiana
$1.82M +$40.5K +130 +2%
ZIM
910
Zacks Investment Management
Illinois
$1.8M -$2.18K -7 -0.1%
SCM
911
Summerhill Capital Management
Ontario, Canada
$1.79M -$2.27M -7,275 -52%
ACA
912
Atlas Capital Advisors
Wyoming
$1.79M
FG
913
Foster Group
Iowa
$1.78M +$25.8K +83 +1%
CBA
914
Coastal Bridge Advisors
Connecticut
$1.78M +$2.04M +6,537 New
BDL
915
Bey-Douglas LLC
Georgia
$1.77M -$45.1K -145 -2%
PWM
916
Perigon Wealth Management
California
$1.77M -$75.7K -243 -4%
QI
917
Qtron Investments
Massachusetts
$1.75M
CICC
918
Capital Investment Counsel (Colorado)
Colorado
$1.73M -$62.3K -200 -3%
VF
919
Virtu Financial
New York
$1.73M -$982K -3,155 -33%
PP
920
Prudential plc
United Kingdom
$1.73M -$343K -1,100 -15%
PP
921
PDS Planning
Ohio
$1.72M +$36.4K +117 +2%
HPG
922
Harvest Portfolios Group
Ontario, Canada
$1.71M +$506K +1,625 +35%
TP
923
Tranquility Partners
Tennessee
$1.71M +$81.6K +262 +4%
NL
924
NWAM LLC
Washington
$1.71M +$305K +979 +18%
VAG
925
VisionPoint Advisory Group
Texas
$1.7M +$798K +2,562 +69%

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.