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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
AGWCA
1451
Annis Gardner Whiting Capital Advisors
Florida
$506K +$126K +405 +28%
CC
1452
Courier Capital
New York
$505K +$25.5K +82 +5%
CGA
1453
Crescent Grove Advisors
Illinois
$504K +$130K +416 +29%
ST
1454
Spinnaker Trust
Maine
$504K
IC
1455
Iconiq Capital
California
$503K +$107K +345 +23%
VWA
1456
Visionary Wealth Advisors
Illinois
$503K -$12.5K -40 -2%
RIM
1457
RW Investment Management
Idaho
$500K -$15.6K -50 -3%
EFG
1458
Ethos Financial Group
Pennsylvania
$500K +$2.49K +8 +0.5%
SCG
1459
Sonata Capital Group
Washington
$499K
1WM
1460
1858 Wealth Management
Ohio
$494K +$2.8K +9 +0.5%
SFS
1461
Sowell Financial Services
Arkansas
$493K +$565K +1,813 New
IA
1462
IAM Advisory
Pennsylvania
$493K -$63.5K -204 -10%
RDWM
1463
Red Door Wealth Management
Tennessee
$489K +$53.6K +172 +11%
SFP
1464
Shepherd Financial Partners
Massachusetts
$485K +$14.3K +46 +3%
WMA
1465
Wealth Management Associates
New Jersey
$485K +$76.3K +245 +16%
FMLI
1466
Fukoku Mutual Life Insurance
Japan
$482K -$250K -803 -31%
CFG
1467
Carr Financial Group
Massachusetts
$481K
RWMG
1468
Redwood Wealth Management Group
New Jersey
$479K +$47.3K +152 +9%
DAS
1469
Diversify Advisory Services
Utah
$478K +$20.9K +67 +4%
GFG
1470
Goldstone Financial Group
Illinois
$477K +$109K +350 +25%
BSHC
1471
Breed's Hill Capital
Massachusetts
$477K -$38.9K -125 -7%
CAM
1472
Columbia Asset Management
Michigan
$477K
BFIC
1473
Bedell Frazier Investment Counselling
California
$475K -$277K -890 -34%
BWM
1474
Birchcreek Wealth Management
Ohio
$475K
FFN
1475
Focus Financial Network
Minnesota
$474K +$33K +106 +6%

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.