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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
BWP
1476
Balboa Wealth Partners
Arizona
$473K +$20.2K +65 +4%
GM
1477
GeoWealth Management
Illinois
$471K -$530K -1,702 -50%
JSC
1478
Jackson Square Capital
California
$471K -$5.52M -17,738 -91%
CCIA
1479
Campbell & Co Investment Adviser
Maryland
$471K -$2M -6,419 -79%
WCG
1480
Weaver Consulting Group
California
$470K
SWA
1481
Stratos Wealth Advisors
Ohio
$468K +$98.4K +316 +22%
LBC
1482
Leigh Baldwin & Co
New York
$467K -$120K -386 -18%
FDW
1483
Fourth Dimension Wealth
Ohio
$464K
IA
1484
Insight Advisors
Pennsylvania
$463K +$2.8K +9 +0.5%
CFO
1485
CVA Family Office
Colorado
$463K +$13.1K +42 +3%
MUAMU
1486
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$462K +$529K +1,700 New
TA
1487
TrueWealth Advisors
Alabama
$462K -$2.8K -9 -0.5%
BFC
1488
Bedel Financial Consulting
Indiana
$461K +$24K +77 +5%
KFI
1489
Key Financial Inc
Pennsylvania
$460K +$22.7K +73 +5%
CC
1490
Callan Capital
California
$460K +$43.9K +141 +9%
LAM
1491
L2 Asset Management
Massachusetts
$457K +$44.8K +144 +9%
PTP
1492
Platform Technology Partners
New York
$456K +$161K +518 +45%
AO
1493
Advisor OS
Illinois
$456K -$80.3K -258 -13%
MWS
1494
MFA Wealth Services
California
$455K -$57.3K -184 -10%
AIM
1495
Alhambra Investment Management
Florida
$455K -$4.67K -15 -0.9%
CWM
1496
Centurion Wealth Management
Virginia
$455K
CAG
1497
Csenge Advisory Group
Florida
$454K -$5.92K -19 -1%
Members Trust
1498
Members Trust
Florida
$452K +$80K +257 +18%
PFA
1499
Pathway Financial Advisors
Vermont
$451K +$8.41K +27 +2%
WFI
1500
West Family Investments
California
$451K -$50.8K -163 -9%

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.