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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
GWSG
1326
GPS Wealth Strategies Group
Colorado
$660K -$11.8K -38 -2%
SS
1327
Sunbelt Securities
Texas
$654K +$46.7K +150 +7%
ZIG
1328
Zuckerman Investment Group
Illinois
$653K +$125K +400 +20%
HC
1329
Hourglass Capital
Texas
$652K
V
1330
VeraBank
Texas
$652K
HCM
1331
Howard Capital Management
Georgia
$650K -$41.1K -132 -5%
PFG
1332
Prosperity Financial Group
California
$650K -$449K -1,441 -38%
SC
1333
SouthState Corp
Florida
$650K +$56.7K +182 +8%
HC
1334
Henshaw Capital
Massachusetts
$648K -$39.2K -126 -5%
SCM
1335
Sunbeam Capital Management
Georgia
$648K
CFO
1336
Collective Family Office
Pennsylvania
$647K -$41.1K -132 -5%
LI
1337
Lafayette Investments
Maryland
$646K +$288K +925 +64%
HAM
1338
Harmony Asset Management
Arizona
$642K +$735K +2,361 New
MCM
1339
Monument Capital Management
Virginia
$641K -$17.1K -55 -2%
EWM
1340
Elmwood Wealth Management
California
$640K +$26.5K +85 +4%
WG
1341
Wealth Group
North Carolina
$640K -$110K -354 -13%
YP
1342
YANKCOM Partnership
South Dakota
$640K +$7.47K +24 +1%
EWM
1343
Evermay Wealth Management
Virginia
$639K -$157K -505 -18%
IA
1344
Integrity Alliance
Iowa
$638K +$730K +2,346 New
MS
1345
Maven Securities
Jersey
$636K -$828K -2,660 -53%
NGA
1346
Naples Global Advisors
Florida
$635K -$29.9K -96 -4%
PW
1347
Paladin Wealth
Minnesota
$631K +$102K +326 +16%
GWMR
1348
GC Wealth Management RIA
Massachusetts
$629K -$15.6K -50 -2%
TPW
1349
Transatlantique Private Wealth
New York
$628K -$386K -1,239 -35%
AW
1350
Alteri Wealth
California
$625K +$24K +77 +3%

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.