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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
CI
1101
Cigna Investments
Connecticut
$1.08M -$30.2K -97 -2%
BWM
1102
Biltmore Wealth Management
Arizona
$1.07M -$10.3K -33 -0.8%
EPIMS
1103
Evelyn Partners Investment Management Services
$1.07M +$886K +2,847 +262%
FMII
1104
Farmers & Merchants Investments Inc
Nebraska
$1.07M
STCG
1105
Speece Thorson Capital Group
Minnesota
$1.07M -$31.1K -100 -2%
MC
1106
Machina Capital
France
$1.06M +$279K +895 +30%
AWA
1107
Arkadios Wealth Advisors
Georgia
$1.06M +$289K +929 +31%
CGFA
1108
Colton Groome Financial Advisors
North Carolina
$1.06M -$74.7K -240 -6%
CCM
1109
Cinctive Capital Management
New York
$1.06M +$1.02M +3,273 +530%
FRM
1110
Fox Run Management
Connecticut
$1.06M +$989K +3,175 +444%
SAI
1111
Savvy Advisors Inc
New York
$1.05M +$86.2K +277 +8%
BWM
1112
Buckley Wealth Management
Nevada
$1.05M -$38.9K -125 -3%
DWM
1113
Diversify Wealth Management
Utah
$1.04M +$30.5K +98 +3%
SPC
1114
Spirepoint Private Client
Florida
$1.04M -$1.25K -4 -0.1%
FPF
1115
First Pacific Financial
Washington
$1.04M -$250K -804 -17%
MCM
1116
Mengis Capital Management
Oregon
$1.04M +$326K +1,048 +38%
FW
1117
FullCircle Wealth
Texas
$1.04M +$78.2K +251 +7%
PCG
1118
PFC Capital Group
California
$1.04M -$11.5K -37 -1%
AGP
1119
Aspire Growth Partners
Florida
$1.03M +$1.07M +3,424 New
ACIM
1120
Azimuth Capital Investment Management
Michigan
$1.03M +$24.3K +78 +2%
BI
1121
Bradyco Inc
Massachusetts
$1.03M
RIA
1122
Regal Investment Advisors
Michigan
$1.03M -$1.13M -3,633 -49%
MWM
1123
MorganRosel Wealth Management
Colorado
$1.03M +$246K +789 +26%
CCG
1124
Ceeto Capital Group
Florida
$1.03M +$311K +1,000 +36%
LC
1125
Lindbrook Capital
California
$1.03M -$261K -838 -18%

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.