We are live on ! Find out more
ETN icon

Eaton
ETN

2,383 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 987 increasing their positions, 785 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 110

37% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.07B

26% more repeat investments, than reductions

Existing positions increased: 987 | Existing positions reduced: 785

3% more funds holding

Funds holding: 2,321 → 2,383 (+62)

2% more capital invested

Capital invested by funds: $117B → $119B (+$2.22B)

1.92% less ownership

Funds ownership: 83.78% → 81.86% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 62 → 49 (-13)

Holders
2,383
Holders Change
+62
Holders Change %
+2.67%
% of All Funds
31.28%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
0.64%
New
209
Increased
987
Reduced
785
Closed
110
Calls
$1.47B
Puts
$1.07B
Net Calls
+$396M
Net Calls Change
-$1.29B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$260M
2
GAM
Guinness Asset Management
United Kingdom
+$239M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$226M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$186M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$181M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$1.7B
2
Capital International Investors
Capital International Investors
California
-$607M
3
Victory Capital Management
Victory Capital Management
Texas
-$374M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$312M
5
Axa
Axa
France
-$303M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCTC
926
Sanibel Captiva Trust Company
Florida
$2.37M +$146K +401 +7%
MFGM
927
Marshall Financial Group (Maryland)
Maryland
$2.37M +$51.6K +142 +2%
VA
928
Valmark Advisers
Ohio
$2.36M +$125K +344 +6%
MPWS
929
McCarter Private Wealth Services
Massachusetts
$2.36M +$20.4K +56 +0.9%
NL
930
NWAM LLC
Washington
$2.36M -$3.18M -8,750 -58%
GWM
931
Glass Wealth Management
Texas
$2.35M +$487K +1,338 +27%
TP
932
Tranquility Partners
Tennessee
$2.34M -$151K -415 -6%
AMCA
933
Arthur M. Cohen & Associates
Illinois
$2.33M +$14.5K +40 +0.6%
PWAM
934
Private Wealth Asset Management
Iowa
$2.32M +$727 +2 +0%
CCWM
935
Cassaday & Co Wealth Management
Virginia
$2.31M -$4.73K -13 -0.2%
NB
936
Nicolet Bankshares
Wisconsin
$2.31M +$140K +386 +7%
HWA
937
HCR Wealth Advisors
California
$2.3M +$315K +867 +17%
SC
938
Scholtz & Company
Connecticut
$2.29M +$2.22M +6,113 New
CFG
939
Cooper Financial Group
California
$2.29M +$136K +374 +7%
VAG
940
VisionPoint Advisory Group
Texas
$2.28M -$17.1K -47 -0.8%
WPC
941
Wedmont Private Capital
Pennsylvania
$2.27M +$88.4K +243 +4%
TAM
942
Tocqueville Asset Management
New York
$2.27M -$2.96M -8,146 -57%
IGGA
943
Iron Gate Global Advisors
Utah
$2.27M – – –
NLGIA
944
Nippon Life Global Investors Americas
New York
$2.27M -$149K -410 -6%
DAM
945
Doheny Asset Management
California
$2.26M – – –
PDL
946
Portfolio Design Labs
California
$2.26M +$1.02M +2,791 +86%
NP
947
NorthRock Partners
Minnesota
$2.24M +$523K +1,439 +32%
TFP
948
Tilia Fiduciary Partners
North Carolina
$2.23M +$139K +383 +7%
HPG
949
Harvest Portfolios Group
Ontario, Canada
$2.23M +$80.4K +221 +4%
CAAS
950
Capital Asset Advisory Services
Michigan
$2.23M +$2.16M +5,947 New
36 37
38
39 40

ETN Hedge Fund Activity: Q3 2025 in Review

2,383 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2025, worth a combined $119B — up 1.9% from $117B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new ETN positions and 110 closed out — a net gain of 99 holders — while 987 added to existing stakes and 785 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $260M. The largest seller was JP Morgan Chase, cutting an estimated $1.7B.

  • 2,383 institutional investors held Eaton (ETN) as of Q3 2025, up from 2,321 in Q2 2025.
  • Funds reported $119B of Eaton stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 209 funds opened new Eaton positions in Q3 2025 and 110 closed out, a net change of +99 holders.
  • The largest Eaton buyer in Q3 2025 was Fidelity Investments, an estimated $260M added.
  • The largest Eaton seller in Q3 2025 was JP Morgan Chase, an estimated $1.7B sold.

Based on aggregated 13F filings for Q3 2025.