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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
JSSH
1351
J. Safra Sarasin Holding
$625K -$2.42M -7,785 -77%
WI
1352
Wedgewood Investors
Pennsylvania
$624K -$7.78K -25 -1%
FMC
1353
First Merchants Corp
Indiana
$623K -$358K -1,149 -33%
RIA
1354
Realta Investment Advisors
Delaware
$623K +$204K +654 +40%
BS
1355
Banco Santander
Spain
$622K +$713K +2,290 New
TTWM
1356
TCV Trust & Wealth Management
Virginia
$617K -$7.47K -24 -1%
TPI
1357
Trust Point Inc
Wisconsin
$614K -$465K -1,492 -40%
ACM
1358
AUA Capital Management
Pennsylvania
$612K
CBB
1359
Citizens Business Bank
California
$611K +$450K +1,444 +179%
KAS
1360
KPP Advisory Services
Kentucky
$611K +$92.8K +298 +15%
PVI
1361
Pine Valley Investments
New Jersey
$610K +$62K +199 +10%
SFS
1362
Summit Financial Strategies
Ohio
$610K +$172K +553 +33%
EW
1363
Enzi Wealth
Texas
$610K -$1.87K -6 -0.3%
CI
1364
Conning Inc
Connecticut
$609K -$877K -2,818 -56%
HNWAG
1365
High Net Worth Advisory Group
Florida
$608K -$4.67K -15 -0.7%
IAS
1366
Insigneo Advisory Services
Florida
$608K -$120K -386 -15%
SWA
1367
Sax Wealth Advisors
New Jersey
$608K -$17.7K -57 -2%
TWM
1368
TCFG Wealth Management
California
$606K +$62.3K +200 +10%
GSWM
1369
Golden State Wealth Management
California
$603K +$344K +1,106 +99%
BCA
1370
Bay Colony Advisors
Massachusetts
$600K -$205K -659 -23%
PCP
1371
Proficio Capital Partners
Massachusetts
$597K -$2.8K -9 -0.4%
ACGA
1372
Atlanta Consulting Group Advisors
Georgia
$597K -$189K -608 -22%
DTL
1373
Dynamic Technology Lab
Singapore
$597K +$466K +1,496 +213%
AAM
1374
Aureus Asset Management
Massachusetts
$597K +$48K +154 +8%
FAIM
1375
Financial Advocates Investment Management
Washington
$593K +$61K +196 +10%

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.