We are live on ! Find out more

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
WA
1501
WBH Advisory
Maryland
$534K +$10.5K +30 +2%
RWMG
1502
Redwood Wealth Management Group
New Jersey
$534K +$21.8K +62 +4%
RPWA
1503
Regent Peak Wealth Advisors
Georgia
$532K +$563K +1,604 New
FNBTCON
1504
First National Bank & Trust Co of Newtown
Pennsylvania
$532K -$730K -2,080 -56%
CFM
1505
Catalyst Funds Management
Australia
$531K -$702K -2,000 -56%
CIM
1506
Contravisory Investment Management
Massachusetts
$530K -$94.4K -269 -14%
SC
1507
Sepio Capital
Utah
$530K +$16.5K +47 +3%
FWP
1508
Firethorn Wealth Partners
Georgia
$529K +$702 +2 +0.1%
CAL
1509
Capital Advisors Ltd
Ohio
$527K
SOW
1510
State of Wyoming
Wyoming
$527K +$80K +228 +17%
COFSG
1511
Carbahal Olsen Financial Services Group
California
$527K +$557K +1,587 New
CFA
1512
CWS Financial Advisors
Michigan
$524K
TA
1513
Townsend & Associates
Colorado
$524K
WP
1514
WMS Partners
Maryland
$522K +$250K +711 +82%
QC
1515
Quent Capital
New York
$522K +$67.7K +193 +14%
TLCM
1516
Twin Lakes Capital Management
California
$521K
EFMC
1517
Empire Financial Management Company
New York
$520K -$1.64M -4,684 -75%
RWB
1518
RMR Wealth Builders
New Jersey
$520K -$49.5K -141 -8%
AAP
1519
Arax Advisory Partners
Colorado
$519K +$25.6K +73 +5%
PPA
1520
Pacific Point Advisors
California
$518K +$577K +1,645 New
LI
1521
LVZ Inc
Michigan
$517K
VCP
1522
Verus Capital Partners
Arizona
$515K -$55.1K -157 -9%
GWAG
1523
Garrett Wealth Advisory Group
Texas
$515K -$51.9K -148 -9%
CC
1524
Callan Capital
California
$515K +$115K +329 +27%
QL
1525
Quarry LP
New York
$513K +$504K +1,437 +1,331%

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.