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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 %
JWM
1301
JPL Wealth Management
Colorado
$678K +$7.07K +26 +1%
CSPIA
1302
Cary Street Partners Investment Advisory
Virginia
$674K +$56.3K +207 +9%
OFS
1303
OneAscent Financial Services
Alabama
$671K -$164K -595 -20%
PW
1304
PUREfi Wealth
Massachusetts
$667K +$316K +1,162 +90%
MA
1305
MONECO Advisors
Connecticut
$665K -$22.6K -83 -3%
EWA
1306
EverSource Wealth Advisors
Alabama
$665K +$106K +390 +19%
TWP
1307
Triad Wealth Partners
Kansas
$664K +$32.1K +118 +5%
DWA
1308
Douglass Winthrop Advisors
New York
$663K -$156K -575 -19%
CG
1309
Cynosure Group
Utah
$662K +$177K +652 +37%
GWSG
1310
GPS Wealth Strategies Group
Colorado
$660K -$10.3K -38 -2%
SS
1311
Sunbelt Securities
Texas
$654K +$40.8K +150 +7%
ZIG
1312
Zuckerman Investment Group
Illinois
$653K +$109K +400 +20%
HC
1313
Hourglass Capital
Texas
$652K – – –
V
1314
VeraBank
Texas
$652K – – –
HCM
1315
Howard Capital Management
Georgia
$650K -$35.9K -132 -5%
PFG
1316
Prosperity Financial Group
California
$650K -$392K -1,441 -38%
SC
1317
SouthState Corp
Florida
$650K +$49.5K +182 +8%
SCM
1318
Sunbeam Capital Management
Georgia
$648K – – –
CFO
1319
Collective Family Office
Pennsylvania
$647K -$35.9K -132 -5%
LI
1320
Lafayette Investments
Maryland
$646K +$251K +925 +64%
HAM
1321
Harmony Asset Management
Arizona
$642K +$642K +2,361 New
MCM
1322
Monument Capital Management
Virginia
$641K -$14.9K -55 -2%
EWM
1323
Elmwood Wealth Management
California
$640K +$23.1K +85 +4%
WG
1324
Wealth Group
North Carolina
$640K -$96.2K -354 -13%
YP
1325
YANKCOM Partnership
South Dakota
$640K +$6.52K +24 +1%
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