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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
MCM
1276
Manchester Capital Management
Vermont
$900K -$154K -440 -14%
MWM
1277
Modera Wealth Management
New Jersey
$900K -$228K -651 -19%
WG
1278
Wealth Group
North Carolina
$899K -$11.9K -34 -1%
WPW
1279
Waldron Private Wealth
Pennsylvania
$898K +$62.5K +178 +7%
JWA
1280
JFS Wealth Advisors
Pennsylvania
$897K -$73K -208 -7%
PWM
1281
Pines Wealth Management
North Carolina
$896K +$921K +2,623 New
WEG
1282
World Equity Group
Illinois
$894K +$29.8K +85 +3%
TWM
1283
Tradition Wealth Management
Minnesota
$890K -$27.4K -78 -3%
SL
1284
SWMG LLC
Texas
$889K -$2.11K -6 -0.2%
FCM
1285
Fieldview Capital Management
Michigan
$889K +$940K +2,678 New
GP
1286
Guardian Partners
Canada
$885K +$900K +2,563 New
WG
1287
Welch Group
Alabama
$883K -$51.9K -148 -5%
LCGC
1288
Legacy Capital Group California
California
$883K -$4.56K -13 -0.5%
LI
1289
LRI Investments
Florida
$883K -$57.9K -165 -6%
BTW
1290
Boston Trust Walden
Massachusetts
$882K -$8.77K -25 -0.9%
AFCM
1291
Applied Finance Capital Management
Puerto Rico
$881K +$80.4K +229 +9%
LA
1292
LM Advisors
California
$880K +$931K +2,652 New
KSB
1293
Kennebec Savings Bank
Maine
$878K -$8.42K -24 -0.9%
BFIC
1294
Bedell Frazier Investment Counselling
California
$875K -$8.07K -23 -0.9%
CCG
1295
Catalina Capital Group
California
$874K +$15.1K +43 +2%
GWM
1296
Geneos Wealth Management
Colorado
$873K -$19.7K -56 -2%
BAM
1297
Belpointe Asset Management
Nevada
$870K -$16.1K -46 -2%
IAS
1298
Insigneo Advisory Services
Florida
$870K -$891K -2,540 -49%
AHL
1299
Abel Hall LLC
Louisiana
$866K +$7.02K +20 +0.8%
WFC
1300
Western Financial Corp
California
$863K -$55.1K -157 -6%

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.