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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
FFM
1026
Forum Financial Management
Illinois
$1.8M +$77.8K +214 +5%
ZF
1027
Zhang Financial
Michigan
$1.8M -$22.2K -61 -1%
MIM
1028
MTM Investment Management
South Carolina
$1.8M +$10.5K +29 +0.6%
RC
1029
Rithm Capital
New York
$1.8M – – –
EPIMS
1030
Evelyn Partners Investment Management Services
$1.79M -$47.6K -131 -3%
ONB
1031
Old National Bancorp
Indiana
$1.79M +$15.3K +42 +0.9%
OBWG
1032
Onyx Bridge Wealth Group
New York
$1.79M +$1.48M +4,076 +582%
WWM
1033
Western Wealth Management
Colorado
$1.77M +$308K +848 +22%
PA
1034
Procyon Advisors
Connecticut
$1.77M +$33.1K +91 +2%
OHWP
1035
Oak Harbor Wealth Partners
North Carolina
$1.76M – – –
MNBTD
1036
Moody National Bank Trust Division
Texas
$1.75M -$219K -601 -11%
VIA
1037
Virtus Investment Advisers
Connecticut
$1.74M +$1.7M +4,661 New
HWP
1038
Highline Wealth Partners
California
$1.74M +$18.9K +52 +1%
JAG
1039
Journey Advisory Group
Kentucky
$1.74M -$26.2K -72 -2%
LSA
1040
Lion Street Advisors
Texas
$1.74M +$2.82M +7,765 +277%
QI
1041
Qtron Investments
Massachusetts
$1.73M -$508K -1,398 -23%
ACM
1042
Aljian Capital Management
Nevada
$1.73M -$27.3K -75 -2%
SW
1043
SlateStone Wealth
Florida
$1.73M -$19.3K -53 -1%
CNC
1044
Citizens & Northern Corp
Pennsylvania
$1.71M +$18.9K +52 +1%
WFAG
1045
Worth Financial Advisory Group
North Carolina
$1.71M +$155K +427 +10%
MCWA
1046
Meadow Creek Wealth Advisors
Georgia
$1.71M -$122K -336 -7%
EH
1047
Equitable Holdings
New York
$1.7M +$385K +1,059 +30%
JFGIW
1048
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.7M +$1.26M +3,457 +316%
OCM
1049
Orion Capital Management
California
$1.7M -$3.64K -10 -0.2%
CPIG
1050
Chicago Partners Investment Group
Illinois
$1.69M +$175K +481 +12%
40 41
42
43 44

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.