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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
WEG
1076
World Equity Group
Illinois
$1.59M -$7.64K -21 -0.5%
UBG
1077
United Bank (Georgia)
Georgia
$1.59M +$139K +383 +10%
ARG
1078
Advisory Resource Group
Oklahoma
$1.59M -$85.8K -236 -5%
MAM
1079
Morse Asset Management
Connecticut
$1.59M +$1.5M +4,134 +3,937%
MCM
1080
Mengis Capital Management
Oregon
$1.59M – – –
OFS
1081
Oldfather Financial Services
Nebraska
$1.59M +$4K +11 +0.3%
SWM
1082
Shelton Wealth Management
Texas
$1.58M -$8.73K -24 -0.6%
EB
1083
Emprise Bank
Kansas
$1.57M – – –
SIP
1084
Stoneridge Investment Partners
Pennsylvania
$1.57M +$1.53M +4,200 New
PPG
1085
Peak Planning Group
Colorado
$1.56M +$64.4K +177 +4%
CCG
1086
Cloverfields Capital Group
Minnesota
$1.56M -$727K -1,999 -32%
IIC
1087
Ironwood Investment Counsel
Arizona
$1.56M +$4.37K +12 +0.3%
DFC
1088
DB Fitzpatrick & Co
Idaho
$1.55M -$29.8K -82 -2%
PWMAG
1089
Pinnacle Wealth Management Advisory Group
New Jersey
$1.54M +$2.55K +7 +0.2%
SWM
1090
Sculati Wealth Management
Michigan
$1.54M +$128K +353 +9%
IWA
1091
IVC Wealth Advisors
Pennsylvania
$1.53M -$16K -44 -1%
PFC
1092
Phocas Financial Corp
California
$1.53M – – –
FNB
1093
Farmers National Bank
Kentucky
$1.53M +$1.49M +4,088 New
CA
1094
Cullinan Associates
Kentucky
$1.53M -$26.9K -74 -2%
SWM
1095
SeaCrest Wealth Management
New York
$1.53M -$92.7K -255 -6%
FAM
1096
Formidable Asset Management
Ohio
$1.52M +$72.7K +200 +5%
FWIA
1097
Fort Washington Investment Advisors
Ohio
$1.51M -$37.8K -104 -3%
DBRC
1098
D.B. Root & Company
Pennsylvania
$1.51M -$16.4K -45 -1%
ATS
1099
Ashton Thomas Securities
New York
$1.51M +$1.46M +4,024 New
SPC
1100
Spirepoint Private Client
Florida
$1.51M +$73.5K +202 +5%
42 43
44
45 46

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.