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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, 988 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: 988 | 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
988
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
APP
1401
Avantax Planning Partners
Iowa
$763K +$1.09K +3 +0.1%
AHB
1402
Abner Herrman & Brock
New Jersey
$762K +$740K +2,035 New
GS
1403
GTS Securities
New York
$762K +$378K +1,038 +104%
GFG
1404
Goldstone Financial Group
Illinois
$761K +$40K +110 +6%
GSEP
1405
Golden State Equity Partners
California
$761K +$355K +976 +92%
WFI
1406
West Family Investments
California
$760K +$14.9K +41 +2%
CAM
1407
Chesapeake Asset Management
New York
$759K -$25.1K -69 -3%
AWM
1408
Aries Wealth Management
Maine
$758K
HTIM
1409
Harbour Trust & Investment Management
Indiana
$757K
RFW
1410
Rainier Family Wealth
Washington
$756K -$234K -643 -24%
ACM
1411
Allred Capital Management
Texas
$755K +$734K +2,018 New
RWMG
1412
Redwood Wealth Management Group
New Jersey
$754K +$92.7K +255 +14%
1WM
1413
1858 Wealth Management
Ohio
$753K +$70.9K +195 +11%
AAS
1414
Ameritas Advisory Services
Nebraska
$752K -$901K -2,477 -55%
OWA
1415
Outlook Wealth Advisors
Texas
$752K +$263K +724 +56%
FMC
1416
First Merchants Corp
Indiana
$750K -$102K -280 -12%
CFMC
1417
Curbstone Financial Management Corp
New Hampshire
$750K
ZIG
1418
Zuckerman Investment Group
Illinois
$749K +$364 +1 +0.1%
CIA
1419
Cascade Investment Advisors
Oregon
$744K +$12K +33 +2%
KWMG
1420
King Wealth Management Group
Florida
$743K -$14.5K -40 -2%
CCA
1421
Childress Capital Advisors
Texas
$743K +$201K +552 +39%
SAW
1422
Signal Advisors Wealth
Michigan
$740K +$720K +1,979 New
MCM
1423
Monument Capital Management
Virginia
$739K -$140K -386 -16%
TWM
1424
Trueblood Wealth Management
Ohio
$736K +$5.46K +15 +0.8%
FFN
1425
Focus Financial Network
Minnesota
$735K +$33.5K +92 +5%

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 988 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.