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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
MWS
1451
MFA Wealth Services
California
$696K +$56.7K +156 +9%
CC
1452
Courier Capital
New York
$695K
ST
1453
Spinnaker Trust
Maine
$693K
CRI
1454
Colonial River Investments
Virginia
$693K -$26.2K -72 -4%
LIA
1455
LBMC Investment Advisors
Tennessee
$693K +$673K +1,851 New
UB
1456
Umpqua Bank
Oregon
$692K -$5.46K -15 -0.8%
LAM
1457
L2 Asset Management
Massachusetts
$687K +$30.2K +83 +5%
SCG
1458
Sonata Capital Group
Washington
$687K
LWP
1459
LeClair Wealth Partners
Ohio
$683K +$138K +380 +26%
SFP
1460
Shepherd Financial Partners
Massachusetts
$683K +$2.18K +6 +0.3%
MCM
1461
Manchester Capital Management
Vermont
$681K -$414K -1,139 -39%
SDWMA
1462
Schneider Downs Wealth Management Advisors
Pennsylvania
$679K -$1.37M -3,754 -67%
JSA
1463
Jacobson & Schmitt Advisors
Wisconsin
$678K
AW
1464
Alteri Wealth
California
$676K -$114K -314 -15%
TPW
1465
Transatlantique Private Wealth
New York
$676K -$105K -288 -14%
AA
1466
Armis Advisers
Georgia
$675K +$24.4K +67 +4%
SMH
1467
Sanders Morris Harris
Texas
$674K -$109K -300 -14%
VWA
1468
Visionary Wealth Advisors
Illinois
$672K +$2.55K +7 +0.4%
WMA
1469
Wealth Management Associates
New Jersey
$668K +$364 +1 +0.1%
CFG
1470
Carr Financial Group
Massachusetts
$667K +$4.73K +13 +0.7%
BOH
1471
Bank of Hawaii
Hawaii
$666K -$244K -671 -27%
IAS
1472
Integrity Advisory Solutions
Texas
$666K +$647K +1,779 New
M1FG
1473
Mach-1 Financial Group
Arkansas
$666K +$647K +1,779 New
AO
1474
Advisor OS
Illinois
$662K +$200K +550 +45%
AFP
1475
Ausdal Financial Partners
Iowa
$661K -$12.7K -35 -2%

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.