We are live on ! Find out more

2,280 hedge funds and large institutions have $108B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 863 increasing their positions, 767 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 109

13% more repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 767

7% more funds holding

Funds holding: 2,1242,280 (+156)

0.8% more ownership

Funds ownership: 81.34%82.14% (+0.8%)

1% more capital invested

Capital invested by funds: $107B → $108B (+$762M)

10% less funds holding in top 10

Funds holding in top 10: 7164 (-7)

18% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.37B

Holders
2,280
Holders Change
+156
Holders Change %
+7.34%
% of All Funds
30.03%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.84%
New
301
Increased
863
Reduced
767
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
1226
Mount Yale Investment Advisors
Colorado
$995K +$16.1K +46 +2%
MWM
1227
MorganRosel Wealth Management
Colorado
$994K -$175K -499 -14%
KIA
1228
Knollwood Investment Advisory
Maryland
$992K
GA
1229
GSG Advisors
New Jersey
$992K
MFGM
1230
Marshall Financial Group (Maryland)
Maryland
$992K +$12.6K +36 +1%
ANBT
1231
American National Bank & Trust
Texas
$990K
MWM
1232
Meridian Wealth Management
Kentucky
$986K +$339K +966 +48%
AWA
1233
Arkadios Wealth Advisors
Georgia
$986K -$292K -832 -22%
SWM
1234
Shelton Wealth Management
Texas
$985K +$35.1K +100 +3%
WIC
1235
Wilkins Investment Counsel
Massachusetts
$984K +$40.7K +116 +4%
CBT
1236
CoreFirst Bank & Trust
Kansas
$984K -$324K -922 -24%
PWP
1237
Prasad Wealth Partners
Ohio
$979K +$1.04M +2,949 New
GSB
1238
Greenfield Savings Bank
Massachusetts
$978K
GD
1239
Grandfield & Dodd
New York
$977K -$17.5K -50 -2%
SAM
1240
Secure Asset Management
Michigan
$973K +$66K +188 +7%
AC
1241
Avestar Capital
New York
$972K +$106K +301 +11%
CWM
1242
Castle Wealth Management
Florida
$971K -$22.8K -65 -2%
KCM
1243
KRS Capital Management
Michigan
$963K -$21.1K -60 -2%
FWTB
1244
First Western Trust Bank
Colorado
$957K +$1.75K +5 +0.2%
PWM
1245
Palumbo Wealth Management
New York
$955K +$1.75K +5 +0.2%
1W
1246
1776 Wealth
Georgia
$948K
EWM
1247
Evermay Wealth Management
Virginia
$947K -$77.2K -220 -7%
PCM
1248
Penserra Capital Management
California
$946K +$260K +741 +35%
VIPI
1249
Vista Investment Partners II
Indiana
$945K +$1,000K +2,849 New
BCA
1250
Bay Colony Advisors
Massachusetts
$945K -$22.5K -64 -2%

ETN Hedge Fund Activity: Q4 2024 in Review

2,280 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2024, worth a combined $108B — up 0.71% from $107B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new ETN positions and 109 closed out — a net gain of 192 holders — while 863 added to existing stakes and 767 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $554M. The largest seller was Massachusetts Financial Services, cutting an estimated $443M.

  • 2,280 institutional investors held Eaton (ETN) as of Q4 2024, up from 2,124 in Q3 2024.
  • Funds reported $108B of Eaton stock for Q4 2024, up 0.71% quarter-over-quarter.
  • 301 funds opened new Eaton positions in Q4 2024 and 109 closed out, a net change of +192 holders.
  • The largest Eaton buyer in Q4 2024 was Capital International Investors, an estimated $554M added.
  • The largest Eaton seller in Q4 2024 was Massachusetts Financial Services, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2024.