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2,322 hedge funds and large institutions have $117B invested in Eaton in 2025 Q2 according to their latest regulatory filings, with 290 funds opening new positions, 945 increasing their positions, 770 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 290 | Existing positions closed: 129

120% more call options, than puts

Call options by funds: $3.1B | Put options by funds: $1.41B

94% more funds holding in top 10

Funds holding in top 10: 3262 (+30)

32% more capital invested

Capital invested by funds: $88.7B → $117B (+$28.2B)

23% more repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 770

6% more funds holding

Funds holding: 2,1892,322 (+133)

0.39% more ownership

Funds ownership: 83.39%83.78% (+0.39%)

Holders
2,322
Holders Change
+133
Holders Change %
+6.08%
% of All Funds
30.57%
Holding in Top 10
62
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+93.75%
% of All Funds
0.82%
New
290
Increased
945
Reduced
770
Closed
129
Calls
$3.1B
Puts
$1.41B
Net Calls
+$1.69B
Net Calls Change
+$939M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
1301
Financial Advocates Investment Management
Washington
$889K +$94.9K +308 +14%
CWA
1302
Crux Wealth Advisors
California
$886K -$818K -2,657 -52%
OFS
1303
OneAscent Financial Services
Alabama
$885K +$18.2K +59 +2%
GFP
1304
Gryphon Financial Partners
Ohio
$883K +$107K +346 +16%
BOH
1305
Bank of Hawaii
Hawaii
$875K -$678K -2,203 -47%
JWM
1306
JPL Wealth Management
Colorado
$875K -$13.9K -45 -2%
Financial Engines Advisors
1307
Financial Engines Advisors
California
$874K +$95.8K +311 +15%
YP
1308
YANKCOM Partnership
South Dakota
$873K +$28.6K +93 +4%
FIM
1309
Freedom Investment Management
Connecticut
$872K -$48K -156 -6%
DWA
1310
Douglass Winthrop Advisors
New York
$871K
BLFG
1311
Brian Low Financial Group
Louisiana
$870K +$751K +2,438 New
LWA
1312
Lineweaver Wealth Advisors
Ohio
$869K +$120K +390 +19%
A
1313
Allianz
Germany
$863K +$403K +1,308 +118%
SPWG
1314
Sage Private Wealth Group
Illinois
$859K -$93.9K -305 -11%
HC
1315
Hourglass Capital
Texas
$857K
VWM
1316
Venturi Wealth Management
Texas
$855K +$133K +433 +22%
SCM
1317
Sunbeam Capital Management
Georgia
$853K +$4.62K +15 +0.6%
KP
1318
Keel Point
Alabama
$848K +$74.5K +242 +11%
MCM
1319
Monument Capital Management
Virginia
$842K
GWSG
1320
GPS Wealth Strategies Group
Colorado
$842K -$21.6K -70 -3%
PWMG
1321
Prestige Wealth Management Group
New Jersey
$841K +$121K +394 +20%
EWM
1322
Elmwood Wealth Management
California
$840K -$924 -3 -0.1%
CAC
1323
Core Alternative Capital
Georgia
$836K -$1.03M -3,343 -59%
CGA
1324
Crescent Grove Advisors
Illinois
$831K +$145K +472 +25%
AAP
1325
Arax Advisory Partners
Colorado
$829K +$105K +342 +17%

ETN Hedge Fund Activity: Q2 2025 in Review

2,322 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2025, worth a combined $117B — up 32% from $88.7B a quarter earlier.

Buyers outnumbered sellers: 290 funds opened new ETN positions and 129 closed out — a net gain of 161 holders — while 945 added to existing stakes and 770 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $598M. The largest seller was BlackRock, cutting an estimated $443M.

  • 2,322 institutional investors held Eaton (ETN) as of Q2 2025, up from 2,189 in Q1 2025.
  • Funds reported $117B of Eaton stock for Q2 2025, up 32% quarter-over-quarter.
  • 290 funds opened new Eaton positions in Q2 2025 and 129 closed out, a net change of +161 holders.
  • The largest Eaton buyer in Q2 2025 was JP Morgan Chase, an estimated $598M added.
  • The largest Eaton seller in Q2 2025 was BlackRock, an estimated $443M sold.

Based on aggregated 13F filings for Q2 2025.