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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
WIA
1401
Westbourne Investment Advisors
Maryland
$562K +$45.1K +145 +8%
FBFS
1402
First Business Financial Services
Wisconsin
$561K
FA
1403
Fermata Advisors
California
$559K -$38.9K -125 -6%
CIA
1404
Cascade Investment Advisors
Oregon
$559K
WIC
1405
Woodmont Investment Counsel
Tennessee
$558K +$6.23K +20 +1%
BMCM
1406
Burns Matteson Capital Management
New York
$557K -$129K -414 -17%
PK
1407
Pflug Koory
Nebraska
$556K
DBIA
1408
Dumont & Blake Investment Advisors
New Jersey
$556K -$25.2K -81 -4%
LWA
1409
Lineweaver Wealth Advisors
Ohio
$556K +$636K +2,044 New
CWA
1410
CogentBlue Wealth Advisors
Tennessee
$555K +$7.16K +23 +1%
IGAM
1411
iA Global Asset Management
Quebec, Canada
$554K +$635K +2,039 New
APP
1412
Avantax Planning Partners
Iowa
$554K -$14.6K -47 -2%
CP
1413
Clarendon Private
Massachusetts
$552K +$85.9K +276 +16%
ACP
1414
Aviance Capital Partners
Florida
$551K
AWM
1415
Aries Wealth Management
Maine
$550K
KWMG
1416
King Wealth Management Group
Florida
$550K
AEPWM
1417
Atlantic Edge Private Wealth Management
Florida
$549K
BOTPPF
1418
Board of the Pension Protection Fund
United Kingdom
$544K -$405K -1,300 -39%
HTIM
1419
Harbour Trust & Investment Management
Indiana
$544K +$31.1K +100 +5%
OGC
1420
Oak Grove Capital
New Hampshire
$544K +$623K +2,000 New
TIA
1421
Traphagen Investment Advisors
New Jersey
$542K +$15.6K +50 +3%
TCOO
1422
Trust Company of Oklahoma
Oklahoma
$541K +$619K +1,989 New
AAP
1423
Arax Advisory Partners
Colorado
$538K +$130K +416 +27%
RCA
1424
Resonant Capital Advisors
Wisconsin
$535K -$4.05K -13 -0.7%
PCS
1425
Personal CFO Solutions
New Jersey
$534K +$58.5K +188 +11%

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.