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Eaton
ETN

Overview Fund Activity

2,162 hedge funds and large institutions have $87.2B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 919 increasing their positions, 789 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
-92
Holders Change %
-4.08%
% of All Funds
29.36%
Holding in Top 10
31
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
165
Increased
919
Reduced
789
Closed
214
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.11B
2
UBS Group
UBS Group
Switzerland
+$585M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$527M
4
Ameriprise
Ameriprise
Minnesota
+$455M
5
Bank of America
Bank of America
North Carolina
+$418M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.36B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.18B
3
Jennison Associates
Jennison Associates
New York
-$1.17B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$319M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
1151
Patriot Financial Group Insurance Agency
Massachusetts
$926K -$32.1K -118 -3%
OFS
1152
Orrstown Financial Services
Pennsylvania
$924K -$13.6K -50 -1%
RCAG
1153
Rehmann Capital Advisory Group
Michigan
$922K +$35.9K +132 +4%
CGL
1154
Clarius Group LLC
Washington
$920K -$32.3K -119 -3%
FTC
1155
Farmers Trust Company
Ohio
$920K – – –
IA
1156
IFG Advisory
Georgia
$920K -$98.4K -362 -10%
GWA
1157
Geometric Wealth Advisors
District of Columbia
$918K +$272 +1 +0%
SWA
1158
Strategies Wealth Advisors
Michigan
$917K +$571K +2,099 +164%
SIA
1159
Schechter Investment Advisors
Michigan
$916K -$14.1K -52 -2%
DFC
1160
DB Fitzpatrick & Co
Idaho
$915K +$915K +3,367 New
CCWM
1161
Correct Capital Wealth Management
Missouri
$915K -$414K -1,524 -31%
OC
1162
Oakworth Capital
Alabama
$911K +$8.97K +33 +1%
KCM
1163
Kennondale Capital Management
Virginia
$907K -$908K -3,340 -50%
SCM
1164
Shelton Capital Management
Colorado
$907K -$171K -629 -16%
PIM
1165
Penobscot Investment Management
Massachusetts
$906K -$27.2K -100 -3%
RAM
1166
Redmond Asset Management
Virginia
$906K – – –
UF
1167
Univest Financial
Pennsylvania
$905K – – –
CCA
1168
Cobblestone Capital Advisors
New York
$904K -$75.6K -278 -8%
WFAG
1169
Worth Financial Advisory Group
North Carolina
$902K -$483K -1,776 -35%
AC
1170
Avestar Capital
New York
$899K +$102K +377 +13%
WAM
1171
Wakefield Asset Management
Colorado
$899K +$899K +3,306 New
FNBT
1172
FineMark National Bank & Trust
Florida
$897K -$47.3K -174 -5%
EWM
1173
Evercore Wealth Management
New York
$896K -$140K -516 -14%
SI
1174
Scharf Investments
California
$896K -$8.16K -30 -0.9%
SIM
1175
Stratos Investment Management
Ohio
$891K +$209K +769 +31%
45 46
47
48 49