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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
HIA
1051
Harbor Investment Advisory
Maryland
$1.23M -$33K -106 -2%
ARG
1052
Advisory Resource Group
Oklahoma
$1.21M +$119K +383 +9%
APW
1053
Aventura Private Wealth
Florida
$1.21M +$61.3K +197 +5%
MFIM
1054
Mesirow Financial Investment Management
Illinois
$1.21M -$298K -956 -18%
SAM
1055
Sawgrass Asset Management
Florida
$1.21M -$123K -394 -8%
SB
1056
Strategic Blueprint
Georgia
$1.21M -$162K -520 -10%
MW
1057
Marcum Wealth
Ohio
$1.2M -$48.3K -155 -3%
PI
1058
PFG Investments
New York
$1.19M -$926K -2,974 -40%
BFA
1059
Brown Financial Advisors
Ohio
$1.19M +$354K +1,136 +35%
MWM
1060
Meridian Wealth Management
Kentucky
$1.19M +$439K +1,410 +47%
GWM
1061
GDS Wealth Management
Texas
$1.19M -$48.3K -155 -3%
OAM
1062
Ostrum Asset Management
France
$1.19M -$124K -397 -8%
GBT
1063
Grove Bank & Trust
Florida
$1.18M +$34.3K +110 +3%
LC
1064
LCNB Corp
Ohio
$1.18M -$42K -135 -3%
SIC
1065
Sterling Investment Counsel
New York
$1.18M +$927K +2,977 +221%
ACM
1066
Aljian Capital Management
Nevada
$1.17M +$316K +1,015 +31%
CS
1067
Capital Square
Tennessee
$1.17M -$121K -389 -8%
CFP
1068
Catalyst Financial Partners
Massachusetts
$1.16M +$14K +45 +1%
PA
1069
Profund Advisors
Maryland
$1.16M -$158K -508 -11%
CPBTD
1070
Central Pacific Bank - Trust Division
Hawaii
$1.15M -$1.28M -4,106 -49%
IWA
1071
IVC Wealth Advisors
Pennsylvania
$1.15M -$51.4K -165 -4%
SWA
1072
SFMG Wealth Advisors
Texas
$1.14M -$207K -665 -14%
OFS
1073
Oldfather Financial Services
Nebraska
$1.14M -$3.42K -11 -0.3%
RC
1074
Rithm Capital
New York
$1.14M +$374K +1,200 +40%
CA
1075
Cullinan Associates
Kentucky
$1.13M

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.