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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
SIA
1026
Schear Investment Advisers
Ohio
$1.3M +$616K +1,977 +70%
GWM
1027
Glass Wealth Management
Texas
$1.3M -$57.6K -185 -4%
RSA
1028
River Street Advisors
Illinois
$1.3M -$461K -1,479 -24%
NC
1029
NovaPoint Capital
Georgia
$1.3M +$75.4K +242 +5%
ZF
1030
Zhang Financial
Michigan
$1.3M +$29.9K +96 +2%
EB
1031
Emprise Bank
Kansas
$1.28M -$4.36K -14 -0.3%
CAM
1032
Covenant Asset Management
New Jersey
$1.28M -$9.03K -29 -0.6%
EM
1033
Excalibur Management
Massachusetts
$1.28M -$51.4K -165 -3%
MG
1034
Mather Group
Illinois
$1.27M +$19K +61 +1%
SG
1035
StoneX Group
New York
$1.27M +$233K +747 +19%
SW
1036
SlateStone Wealth
Florida
$1.27M +$9.65K +31 +0.7%
MIM
1037
MTM Investment Management
South Carolina
$1.27M +$2.8K +9 +0.2%
BOH
1038
Bank of Hawaii
Hawaii
$1.27M -$401K -1,287 -22%
OCM
1039
Orion Capital Management
California
$1.26M +$760K +2,441 +111%
PA
1040
Procyon Advisors
Connecticut
$1.26M -$74.7K -240 -5%
JAG
1041
Journey Advisory Group
Kentucky
$1.25M -$51.4K -165 -3%
NB
1042
Northwest Bancshares
Pennsylvania
$1.25M -$12.1K -39 -0.8%
DCM
1043
Davis Capital Management
Florida
$1.25M
FCB
1044
First County Bank
Connecticut
$1.25M +$38K +122 +3%
HWP
1045
Highline Wealth Partners
California
$1.25M +$2.49K +8 +0.2%
ITIM
1046
Indiana Trust & Investment Management
Indiana
$1.24M +$5.92K +19 +0.4%
VIA
1047
Virtus Investment Advisers
Connecticut
$1.24M +$1.42M +4,546 New
SI
1048
Saxon Interests
Texas
$1.23M -$338K -1,084 -19%
CB
1049
CNB Bank
Pennsylvania
$1.23M +$155K +498 +12%
CNC
1050
Citizens & Northern Corp
Pennsylvania
$1.23M +$117K +375 +9%

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.