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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
IFS
1126
Ifrah Financial Services
Arkansas
$1.02M -$99.9K -321 -8%
WF
1127
Welch & Forbes
Massachusetts
$1.02M +$59.8K +192 +5%
DP
1128
Dearborn Partners
Illinois
$1.02M
HWA
1129
HCR Wealth Advisors
California
$1.02M +$631K +2,025 +118%
AWM
1130
Avior Wealth Management
Nebraska
$1.02M +$297K +954 +34%
SI
1131
Seeds Investor
New York
$1.01M -$88.4K -284 -7%
CIA
1132
Choate Investment Advisors
Massachusetts
$1.01M -$75.7K -243 -6%
AS
1133
Altshuler Shaham
Israel
$1.01M +$829K +2,662 +253%
FA
1134
Faithward Advisors
Pennsylvania
$1.01M -$43.9K -141 -4%
RB
1135
Renasant Bank
Mississippi
$1M +$6.23K +20 +0.5%
IIA
1136
Integral Investment Advisors
California
$1M
FCCM
1137
First City Capital Management
Georgia
$1M +$21.8K +70 +2%
QCM
1138
Qsemble Capital Management
New York
$1M -$4.48M -14,378 -80%
WIC
1139
Wilkins Investment Counsel
Massachusetts
$997K +$218K +700 +24%
SVWAG
1140
Sound View Wealth Advisors Group
Georgia
$992K +$19.9K +64 +2%
GLA
1141
Great Lakes Advisors
Illinois
$988K -$34.9K -112 -3%
SW
1142
SteelPeak Wealth
California
$986K -$584K -1,877 -34%
WWM
1143
Western Wealth Management
Colorado
$983K +$311 +1 +0%
FLI
1144
Family Legacy Inc
South Carolina
$982K +$1.12M +3,612 New
CCA
1145
Cypress Capital Advisors
Tennessee
$982K +$6.23K +20 +0.6%
BFWM
1146
Bright Futures Wealth Management
New York
$976K -$74.1K -238 -6%
MPM
1147
MBB Public Markets
Illinois
$968K +$1.11M +3,560 New
NFA
1148
Northern Financial Advisors
Michigan
$957K -$4.98K -16 -0.5%
NFG
1149
Nations Financial Group
Iowa
$957K +$90.3K +290 +9%
MWM
1150
Modera Wealth Management
New Jersey
$955K +$250K +803 +30%

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.