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2,280 hedge funds and large institutions have $108B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 863 increasing their positions, 767 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 109

13% more repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 767

7% more funds holding

Funds holding: 2,1242,280 (+156)

0.8% more ownership

Funds ownership: 81.34%82.14% (+0.8%)

1% more capital invested

Capital invested by funds: $107B → $108B (+$762M)

10% less funds holding in top 10

Funds holding in top 10: 7164 (-7)

18% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.37B

Holders
2,280
Holders Change
+156
Holders Change %
+7.34%
% of All Funds
30.03%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.84%
New
301
Increased
863
Reduced
767
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1476
Insight Advisors
Pennsylvania
$563K
DWM
1477
Dogwood Wealth Management
Kansas
$562K +$594K +1,693 New
RIA
1478
Realta Investment Advisors
Delaware
$561K +$575K +1,638 New
SFS
1479
Summit Financial Strategies
Ohio
$561K -$49.1K -140 -8%
AIM
1480
Alhambra Investment Management
Florida
$561K
NSAM
1481
North Star Asset Management
Wisconsin
$560K
DP
1482
DDD Partners
Washington
$558K +$4.21K +12 +0.7%
TWM
1483
Trueblood Wealth Management
Ohio
$558K +$54.8K +156 +10%
BWP
1484
Balboa Wealth Partners
Arizona
$556K -$78.6K -224 -12%
PAS
1485
PKS Advisory Services
New York
$556K +$587K +1,673 New
RA
1486
Rise Advisors
New York
$553K -$24.9K -71 -4%
CFO
1487
CVA Family Office
Colorado
$551K +$31.6K +90 +6%
NFC
1488
Northstar Financial Companies
Pennsylvania
$548K +$580K +1,652 New
IP
1489
Isthmus Partners
Wisconsin
$546K +$577K +1,644 New
LCM
1490
LVM Capital Management
Michigan
$545K +$14.4K +41 +3%
FMTC
1491
Farmers & Merchants Trust Company
California
$544K +$11.2K +32 +2%
FFN
1492
Focus Financial Network
Minnesota
$544K -$196K -559 -25%
FPW
1493
Fairvoy Private Wealth
Alabama
$543K +$574K +1,635 New
PFA
1494
Pathway Financial Advisors
Vermont
$542K +$19.7K +56 +4%
SIM
1495
Sentry Investment Management
Wisconsin
$541K -$93K -265 -14%
RDWM
1496
Red Door Wealth Management
Tennessee
$540K +$16.1K +46 +3%
DAS
1497
Diversify Advisory Services
Utah
$539K +$172K +491 +45%
DCM
1498
Dudley Capital Management
Virginia
$539K
KFI
1499
Key Financial Inc
Pennsylvania
$538K +$220K +628 +63%
TNAM
1500
Terra Nova Asset Management
New York
$537K

ETN Hedge Fund Activity: Q4 2024 in Review

2,280 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2024, worth a combined $108B — up 0.71% from $107B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new ETN positions and 109 closed out — a net gain of 192 holders — while 863 added to existing stakes and 767 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $554M. The largest seller was Massachusetts Financial Services, cutting an estimated $443M.

  • 2,280 institutional investors held Eaton (ETN) as of Q4 2024, up from 2,124 in Q3 2024.
  • Funds reported $108B of Eaton stock for Q4 2024, up 0.71% quarter-over-quarter.
  • 301 funds opened new Eaton positions in Q4 2024 and 109 closed out, a net change of +192 holders.
  • The largest Eaton buyer in Q4 2024 was Capital International Investors, an estimated $554M added.
  • The largest Eaton seller in Q4 2024 was Massachusetts Financial Services, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2024.