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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
VWM
1426
Venturi Wealth Management
Texas
$534K -$12.1K -39 -2%
WA
1427
WealthTrust Axiom
Pennsylvania
$533K
PWMG
1428
Prestige Wealth Management Group
New Jersey
$533K -$13.1K -42 -2%
RB
1429
Rodgers Brothers
Pennsylvania
$531K
AWM
1430
Axxcess Wealth Management
California
$531K -$697K -2,237 -53%
CRI
1431
Colonial River Investments
Virginia
$531K -$28.3K -91 -4%
PCM
1432
Penserra Capital Management
California
$527K -$284K -913 -32%
EA
1433
Everpar Advisors
Oklahoma
$525K -$135K -435 -18%
MCA
1434
MSH Capital Advisors
Arizona
$525K
GIA
1435
Gladstone Institutional Advisory
Florida
$523K -$2.51M -8,071 -81%
PCM
1436
Pointe Capital Management
Michigan
$523K -$36.4K -117 -6%
SIM
1437
Seaview Investment Managers
Florida
$521K +$597K +1,917 New
TWM
1438
Trueblood Wealth Management
Ohio
$518K +$69.7K +224 +13%
WC
1439
Wexford Capital
Florida
$517K +$272K +875 +85%
AA
1440
Alta Advisers
United Kingdom
$516K +$187K +600 +46%
SAM
1441
Smithbridge Asset Management
Pennsylvania
$516K +$592K +1,900 New
GS
1442
GTS Securities
New York
$513K -$101K -325 -15%
MCM
1443
Marathon Capital Management
Maryland
$512K
CT
1444
Chicago Trust
Illinois
$512K -$25.5K -82 -4%
NC
1445
Napatree Capital
Rhode Island
$511K -$29.6K -95 -5%
AFP
1446
Ausdal Financial Partners
Iowa
$510K +$24.9K +80 +4%
SDIC
1447
South Dakota Investment Council
South Dakota
$509K
PCFFS
1448
Pacific Center for Financial Services
California
$509K
OF
1449
Outfitter Financial
Maine
$508K -$9.34K -30 -2%
AFG
1450
Allegheny Financial Group
Pennsylvania
$507K -$4.36K -14 -0.7%

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.