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2,280 hedge funds and large institutions have $108B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 863 increasing their positions, 767 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 109

13% more repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 767

7% more funds holding

Funds holding: 2,1242,280 (+156)

0.8% more ownership

Funds ownership: 81.34%82.14% (+0.8%)

1% more capital invested

Capital invested by funds: $107B → $108B (+$762M)

10% less funds holding in top 10

Funds holding in top 10: 7164 (-7)

18% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.37B

Holders
2,280
Holders Change
+156
Holders Change %
+7.34%
% of All Funds
30.03%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.84%
New
301
Increased
863
Reduced
767
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1401
Aries Wealth Management
Maine
$672K
KWMG
1402
King Wealth Management Group
Florida
$672K -$48.4K -138 -6%
AEPWM
1403
Atlantic Edge Private Wealth Management
Florida
$671K -$19.3K -55 -3%
ACM
1404
Andina Capital Management
Utah
$670K +$48.8K +139 +7%
CWA
1405
CogentBlue Wealth Advisors
Tennessee
$670K +$709K +2,019 New
IA
1406
IAM Advisory
Pennsylvania
$669K +$7.02K +20 +1%
SMH
1407
Sanders Morris Harris
Texas
$669K
HIP
1408
HUB Investment Partners
Texas
$668K +$205K +584 +41%
PWMG
1409
Prestige Wealth Management Group
New Jersey
$665K +$29.8K +85 +4%
FMWA
1410
Forvis Mazars Wealth Advisors
Missouri
$665K -$62.1K -177 -8%
VWM
1411
Venturi Wealth Management
Texas
$664K +$159K +453 +29%
PW
1412
Paladin Wealth
Minnesota
$662K +$75.5K +215 +12%
SIMG
1413
Sonora Investment Management Group
Arizona
$662K +$2.81K +8 +0.4%
V
1414
ViaWealth
Kansas
$661K -$18.6K -53 -3%
FAIM
1415
Financial Advocates Investment Management
Washington
$659K -$19.3K -55 -3%
RCA
1416
Resonant Capital Advisors
Wisconsin
$658K +$23.9K +68 +4%
NC
1417
Napatree Capital
Rhode Island
$656K +$4.91K +14 +0.7%
CT
1418
Chicago Trust
Illinois
$652K
WA
1419
WealthTrust Axiom
Pennsylvania
$651K
RB
1420
Rodgers Brothers
Pennsylvania
$648K
KAS
1421
KPP Advisory Services
Kentucky
$647K +$61.8K +176 +10%
PIP
1422
Peachtree Investment Partners
Florida
$646K
AIA
1423
Angeles Investment Advisors
California
$646K -$23.9K -68 -3%
TIA
1424
Traphagen Investment Advisors
New Jersey
$645K -$13K -37 -2%
AO
1425
Advisor OS
Illinois
$642K +$7.37K +21 +1%

ETN Hedge Fund Activity: Q4 2024 in Review

2,280 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2024, worth a combined $108B — up 0.71% from $107B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new ETN positions and 109 closed out — a net gain of 192 holders — while 863 added to existing stakes and 767 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $554M. The largest seller was Massachusetts Financial Services, cutting an estimated $443M.

  • 2,280 institutional investors held Eaton (ETN) as of Q4 2024, up from 2,124 in Q3 2024.
  • Funds reported $108B of Eaton stock for Q4 2024, up 0.71% quarter-over-quarter.
  • 301 funds opened new Eaton positions in Q4 2024 and 109 closed out, a net change of +192 holders.
  • The largest Eaton buyer in Q4 2024 was Capital International Investors, an estimated $554M added.
  • The largest Eaton seller in Q4 2024 was Massachusetts Financial Services, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2024.