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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
KCM
1176
Kennondale Capital Management
Virginia
$907K -$1.04M -3,340 -50%
SCM
1177
Shelton Capital Management
Colorado
$907K -$196K -629 -16%
PIM
1178
Penobscot Investment Management
Massachusetts
$906K -$31.1K -100 -3%
RAM
1179
Redmond Asset Management
Virginia
$906K
UF
1180
Univest Financial
Pennsylvania
$905K
CCA
1181
Cobblestone Capital Advisors
New York
$904K -$86.6K -278 -8%
WFAG
1182
Worth Financial Advisory Group
North Carolina
$902K -$553K -1,776 -35%
AC
1183
Avestar Capital
New York
$899K +$117K +377 +13%
WAM
1184
Wakefield Asset Management
Colorado
$899K +$1.03M +3,306 New
FNBT
1185
FineMark National Bank & Trust
Florida
$897K -$54.2K -174 -5%
EWM
1186
Evercore Wealth Management
New York
$896K -$161K -516 -14%
SI
1187
Scharf Investments
California
$896K -$9.34K -30 -0.9%
SIM
1188
Stratos Investment Management
Ohio
$891K +$239K +769 +31%
KSWWM
1189
Keyes Stange & Wooten Wealth Management
Florida
$888K -$94.3K -303 -8%
MFA
1190
Mayflower Financial Advisors
Massachusetts
$884K +$26.5K +85 +3%
O
1191
Ossiam
France
$883K -$71.5M -229,772 -99%
MFGM
1192
Marshall Financial Group (Maryland)
Maryland
$880K +$77.2K +248 +8%
CA
1193
Carson Advisory
Georgia
$878K
KIM
1194
Kane Investment Management
California
$874K -$48.6K -156 -5%
SA
1195
SRN Advisors
Pennsylvania
$873K -$27.4K -88 -3%
SAM
1196
Secure Asset Management
Michigan
$873K +$86.2K +277 +9%
FBB
1197
Fulton Breakefield Broenniman
Maryland
$871K -$12.5K -40 -1%
DCM
1198
Dimension Capital Management
Florida
$871K -$32.4K -104 -3%
HWM
1199
Hohimer Wealth Management
Washington
$870K +$716K +2,299 +255%
EFSCE
1200
Enterprise Financial Services Corp (EFSC)
Missouri
$870K +$1.87K +6 +0.2%

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.