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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
BFA
1001
Brown Financial Advisors
Ohio
$1.91M +$263K +722 +17%
ESB
1002
Essex Savings Bank
Connecticut
$1.9M -$41.5K -114 -2%
MWM
1003
Meridian Wealth Management
Kentucky
$1.9M +$134K +368 +8%
CPBTD
1004
Central Pacific Bank - Trust Division
Hawaii
$1.89M -$74.2K -204 -4%
SAG
1005
SageView Advisory Group
California
$1.89M +$17.8K +49 +1%
FB
1006
First Bancorp
Maine
$1.88M +$72.7K +200 +4%
NCM
1007
NCM Capital Management
New Jersey
$1.88M -$68.4K -188 -4%
WWM
1008
Whalen Wealth Management
Nevada
$1.88M +$1.83M +5,019 New
TAM
1009
Tealwood Asset Management
Minnesota
$1.88M -$21.1K -58 -1%
NAAA
1010
New Age Alpha Advisors
New York
$1.87M -$2.73M -7,500 -60%
SCM
1011
Sandler Capital Management
New York
$1.87M -$1.32M -3,621 -42%
AWE
1012
Avidian Wealth Enterprises
Texas
$1.86M +$260K +715 +17%
FM
1013
Foster & Motley
Ohio
$1.86M -$8.73K -24 -0.5%
CB
1014
CNB Bank
Pennsylvania
$1.85M +$141K +388 +9%
PWAM
1015
Papamarkou Wellner Asset Management
New York
$1.84M – – –
CIC
1016
Crawford Investment Counsel
Georgia
$1.84M -$198K -544 -10%
MG
1017
Mather Group
Illinois
$1.83M +$44.7K +123 +3%
MTC
1018
Matrix Trust Company
Colorado
$1.83M +$1.77M +4,880 New
CAM
1019
Covenant Asset Management
New Jersey
$1.82M -$1.09K -3 -0.1%
SB
1020
Strategic Blueprint
Georgia
$1.82M +$38.2K +105 +2%
LS
1021
Leelyn Smith
Illinois
$1.82M +$1.53M +4,201 +635%
PWP
1022
Private Wealth Partners
California
$1.81M +$826K +2,272 +89%
SIC
1023
Sterling Investment Counsel
New York
$1.8M +$1.21M +3,333 +224%
CIA
1024
Choate Investment Advisors
Massachusetts
$1.8M +$375K +1,031 +27%
NP
1025
Nilsine Partners
Colorado
$1.8M -$34.2K -94 -2%
39 40
41
42 43

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.