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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
MCM
1251
Manchester Capital Management
Vermont
$799K +$70.1K +225 +8%
PWM
1252
Pines Wealth Management
North Carolina
$798K +$171K +550 +21%
FWTB
1253
First Western Trust Bank
Colorado
$796K +$13.4K +43 +1%
PAMG
1254
Patton Albertson Miller Group
Tennessee
$794K -$46.1K -148 -5%
RIA
1255
Richwood Investment Advisors
Ohio
$793K -$96.5K -310 -10%
BAM
1256
Belpointe Asset Management
Nevada
$791K +$22.1K +71 +3%
WPA
1257
West Paces Advisors
Georgia
$784K -$182K -585 -17%
SIM
1258
SWP Investment Management
Ohio
$783K +$897K +2,881 New
GD
1259
Grandfield & Dodd
New York
$781K -$21.8K -70 -2%
BWL
1260
Bogart Wealth LLC
Virginia
$776K +$43.3K +139 +5%
Balyasny Asset Management
1261
Balyasny Asset Management
Illinois
$775K -$365K -1,171 -29%
TTIC
1262
Tower Trust & Investment Company
Iowa
$774K +$819K +2,630 New
CP
1263
Canopy Partners
Ohio
$774K +$138K +442 +18%
EW
1264
Elyxium Wealth
California
$773K +$351K +1,126 +66%
IIC
1265
Ironwood Investment Counsel
Arizona
$773K +$16.2K +52 +2%
TCPG
1266
Trivant Custom Portfolio Group
California
$771K +$884K +2,838 New
LSA
1267
Lion Street Advisors
Texas
$771K +$3.42K +11 +0.4%
AG
1268
Ascent Group
Virginia
$767K -$787K -2,528 -47%
FPL
1269
Fortress Private Ledger
North Carolina
$766K +$19.3K +62 +2%
HFBOT
1270
Home Federal Bank of Tennessee
Tennessee
$765K
BCM
1271
BluePath Capital Management
Georgia
$762K -$207K -664 -19%
TA
1272
TCM Advisors
West Virginia
$758K
TWM
1273
Tradition Wealth Management
Minnesota
$756K +$31.1K +100 +4%
VIPI
1274
Vista Investment Partners II
Indiana
$755K -$21.8K -70 -2%
HKIMG
1275
Hutchens & Kramer Investment Management Group
Indiana
$750K -$10.9K -35 -1%

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.