We are live on ! Find out more

2,383 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 987 increasing their positions, 785 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 110

37% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.07B

26% more repeat investments, than reductions

Existing positions increased: 987 | Existing positions reduced: 785

3% more funds holding

Funds holding: 2,3212,383 (+62)

2% more capital invested

Capital invested by funds: $117B → $119B (+$2.22B)

1.92% less ownership

Funds ownership: 83.78%81.86% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,383
Holders Change
+62
Holders Change %
+2.67%
% of All Funds
31.27%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
0.64%
New
209
Increased
987
Reduced
785
Closed
110
Calls
$1.47B
Puts
$1.07B
Net Calls
+$396M
Net Calls Change
-$1.29B
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1351
Aureus Asset Management
Massachusetts
$857K
TA
1352
TCM Advisors
West Virginia
$857K
JWM
1353
JPL Wealth Management
Colorado
$857K -$58.6K -161 -7%
VWM
1354
Venturi Wealth Management
Texas
$855K -$40.4K -111 -5%
WI
1355
Wedgewood Investors
Pennsylvania
$853K -$6.91K -19 -0.8%
RCA
1356
Resonant Capital Advisors
Wisconsin
$850K +$26.2K +72 +3%
LA
1357
Lifeworks Advisors
Michigan
$844K -$3.7M -10,166 -82%
ACM
1358
AUA Capital Management
Pennsylvania
$842K
UCB
1359
United Community Bank
South Carolina
$841K +$408K +1,121 +100%
KP
1360
Keel Point
Alabama
$834K -$53.1K -146 -6%
OL
1361
Optas LLC
Texas
$831K +$13.1K +36 +2%
BMCM
1362
Burns Matteson Capital Management
New York
$830K +$53.8K +148 +7%
HNWAG
1363
High Net Worth Advisory Group
Florida
$823K +$4K +11 +0.5%
SFS
1364
Summit Financial Strategies
Ohio
$821K -$6.55K -18 -0.8%
CWM
1365
Cornerstone Wealth Management
Missouri
$819K +$7.27K +20 +0.9%
CAC
1366
Core Alternative Capital
Georgia
$819K -$56K -154 -7%
TTWM
1367
TCV Trust & Wealth Management
Virginia
$810K -$38.9K -107 -5%
SIMG
1368
Sonora Investment Management Group
Arizona
$808K -$9.09K -25 -1%
VCA
1369
Verdence Capital Advisors
Maryland
$808K +$47.3K +130 +7%
PCS
1370
Personal CFO Solutions
New Jersey
$808K -$12.4K -34 -2%
MAMU
1371
Myriad Asset Management US
Florida
$807K +$784K +2,155 New
CP
1372
Covenant Partners
Tennessee
$806K
HDIM
1373
Hanson & Doremus Investment Management
Vermont
$805K +$27.6K +76 +4%
CI
1374
Conning Inc
Connecticut
$802K
WIA
1375
Westbourne Investment Advisors
Maryland
$799K +$24K +66 +3%

ETN Hedge Fund Activity: Q3 2025 in Review

2,383 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2025, worth a combined $119B — up 1.9% from $117B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new ETN positions and 110 closed out — a net gain of 99 holders — while 987 added to existing stakes and 785 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $260M. The largest seller was JP Morgan Chase, cutting an estimated $1.7B.

  • 2,383 institutional investors held Eaton (ETN) as of Q3 2025, up from 2,321 in Q2 2025.
  • Funds reported $119B of Eaton stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 209 funds opened new Eaton positions in Q3 2025 and 110 closed out, a net change of +99 holders.
  • The largest Eaton buyer in Q3 2025 was Fidelity Investments, an estimated $260M added.
  • The largest Eaton seller in Q3 2025 was JP Morgan Chase, an estimated $1.7B sold.

Based on aggregated 13F filings for Q3 2025.