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2,280 hedge funds and large institutions have $108B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 863 increasing their positions, 767 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 109

13% more repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 767

7% more funds holding

Funds holding: 2,1242,280 (+156)

0.8% more ownership

Funds ownership: 81.34%82.14% (+0.8%)

1% more capital invested

Capital invested by funds: $107B → $108B (+$762M)

10% less funds holding in top 10

Funds holding in top 10: 7164 (-7)

18% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.37B

Holders
2,280
Holders Change
+156
Holders Change %
+7.34%
% of All Funds
30.03%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.84%
New
301
Increased
863
Reduced
767
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1076
Forum Financial Management
Illinois
$1.36M +$19K +54 +1%
PFC
1077
Phocas Financial Corp
California
$1.36M
AWE
1078
Avidian Wealth Enterprises
Texas
$1.36M +$36.1K +103 +3%
IFS
1079
Ifrah Financial Services
Arkansas
$1.35M -$55.8K -159 -4%
ARG
1080
Advisory Resource Group
Oklahoma
$1.35M -$99.3K -283 -6%
NW
1081
Naviter Wealth
Arkansas
$1.35M +$1.16M +3,304 +434%
FAM
1082
Formidable Asset Management
Ohio
$1.35M -$1.05K -3 -0.1%
CI
1083
Cigna Investments
Connecticut
$1.34M -$21.1K -60 -1%
LWA
1084
Lantern Wealth Advisors
New York
$1.34M +$13.3K +38 +1%
CB
1085
CNB Bank
Pennsylvania
$1.34M +$110K +313 +8%
PBT
1086
Pictet Bank & Trust
Bahamas
$1.34M +$1.42M +4,034 New
FHWM
1087
Fox Hill Wealth Management
Massachusetts
$1.34M +$1.41M +4,028 New
STCG
1088
Speece Thorson Capital Group
Minnesota
$1.34M
Balyasny Asset Management
1089
Balyasny Asset Management
Illinois
$1.33M -$144M -409,037 -99%
ZIC
1090
ZWJ Investment Counsel
Georgia
$1.33M +$1.75K +5 +0.1%
SI
1091
Seeds Investor
New York
$1.33M +$22.1K +63 +2%
LFM
1092
LGT Fund Management
Liechtenstein
$1.33M +$633K +1,803 +82%
NP
1093
NorthRock Partners
Minnesota
$1.33M -$257K -732 -15%
WSC
1094
Wellington Shields & Co
New York
$1.33M +$204K +581 +17%
RCS
1095
Retirement Capital Strategies
California
$1.33M
BWM
1096
Buckley Wealth Management
Nevada
$1.32M -$12.3K -35 -0.9%
BWM
1097
Biltmore Wealth Management
Arizona
$1.32M +$13K +37 +0.9%
CIA
1098
Choate Investment Advisors
Massachusetts
$1.32M +$107K +305 +8%
SCM
1099
Shelton Capital Management
Colorado
$1.32M -$3.31M -9,443 -70%
ERIC
1100
Eagle Rock Investment Company
Georgia
$1.31M

ETN Hedge Fund Activity: Q4 2024 in Review

2,280 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2024, worth a combined $108B — up 0.71% from $107B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new ETN positions and 109 closed out — a net gain of 192 holders — while 863 added to existing stakes and 767 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $554M. The largest seller was Massachusetts Financial Services, cutting an estimated $443M.

  • 2,280 institutional investors held Eaton (ETN) as of Q4 2024, up from 2,124 in Q3 2024.
  • Funds reported $108B of Eaton stock for Q4 2024, up 0.71% quarter-over-quarter.
  • 301 funds opened new Eaton positions in Q4 2024 and 109 closed out, a net change of +192 holders.
  • The largest Eaton buyer in Q4 2024 was Capital International Investors, an estimated $554M added.
  • The largest Eaton seller in Q4 2024 was Massachusetts Financial Services, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2024.