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2,189 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, 802 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: 802

1.25% more ownership

Funds ownership: 82.14%83.39% (+1.2%)

4% less funds holding

Funds holding: 2,2802,189 (-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
2,189
Holders Change
-91
Holders Change %
-3.99%
% of All Funds
29.35%
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
802
Closed
217
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
1001
Drake & Associates
Wisconsin
$1.4M +$427K +1,371 +36%
MCWA
1002
Meadow Creek Wealth Advisors
Georgia
$1.4M +$81K +260 +5%
KA
1003
Kintegral Advisory
New York
$1.4M -$5.61K -18 -0.3%
MC
1004
Matisse Capital
Oregon
$1.4M
CWA
1005
Crux Wealth Advisors
California
$1.4M -$524K -1,684 -25%
CP
1006
Castleview Partners
Texas
$1.4M +$1.39M +4,461 +665%
BIG
1007
Brooklyn Investment Group
New York
$1.39M +$309K +991 +24%
TFP
1008
Tilia Fiduciary Partners
North Carolina
$1.39M +$1.59M +5,114 New
CCA
1009
Checchi Capital Advisers
California
$1.38M +$11.5K +37 +0.7%
AFG
1010
Atomi Financial Group
New York
$1.36M +$142K +456 +10%
PWAM
1011
Papamarkou Wellner Asset Management
New York
$1.36M +$1.56M +5,009 New
CCA
1012
Corps Capital Advisors
Texas
$1.36M
SRL
1013
Scientech Research LLC
New Jersey
$1.36M +$483K +1,552 +45%
AWMT
1014
AAFMAA Wealth Management & Trust
North Carolina
$1.35M +$1.55M +4,979 New
NCM
1015
NCM Capital Management
New Jersey
$1.35M +$439K +1,411 +40%
ONB
1016
Old National Bancorp
Indiana
$1.35M -$623 -2 -0%
NERM
1017
New England Research & Management
Illinois
$1.34M +$584K +1,875 +61%
NP
1018
Nilsine Partners
Colorado
$1.34M -$427K -1,372 -22%
PL
1019
Perpetual Ltd
Australia
$1.34M +$201K +645 +15%
OHWP
1020
Oak Harbor Wealth Partners
North Carolina
$1.33M -$612K -1,967 -29%
FM
1021
Foster & Motley
Ohio
$1.33M -$445K -1,428 -23%
HT
1022
Headlands Technologies
Illinois
$1.33M -$972K -3,121 -39%
P
1023
Pitcairn
Pennsylvania
$1.33M -$814K -2,613 -35%
ERIC
1024
Eagle Rock Investment Company
Georgia
$1.32M +$285K +915 +23%
WC
1025
Waterloo Capital
Texas
$1.32M +$359K +1,152 +31%

ETN Hedge Fund Activity: Q1 2025 in Review

2,189 of the 7,459 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 802 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.

  • 2,189 institutional investors held Eaton (ETN) as of Q1 2025, down from 2,280 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.