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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
CG
1526
Clarus Group
Texas
$513K +$351 +1 +0.1%
LAM
1527
L2 Asset Management
Massachusetts
$511K -$16.5K -47 -3%
WMA
1528
Wealth Management Associates
New Jersey
$511K +$351 +1 +0.1%
ET
1529
Equitable Trust
Tennessee
$510K +$13.7K +39 +3%
CB
1530
Community Bank
New York
$508K
NIA
1531
NIA Impact Advisors
California
$507K +$351 +1 +0.1%
TW
1532
Transform Wealth
Colorado
$506K -$89.5K -255 -14%
VCAM
1533
Van Cleef Asset Management
Ohio
$506K
WHC
1534
Wulff, Hansen & Co
California
$506K
LWL
1535
Leo Wealth LLC
Texas
$505K +$4.56K +13 +0.9%
PL
1536
Plancorp LLC
Missouri
$504K +$4.56K +13 +0.9%
KTA
1537
Keeley-Teton Advisors
Illinois
$504K
BAS
1538
Brueske Advisory Services
Washington
$504K +$533K +1,519 New
SIM
1539
SSI Investment Management
California
$501K
IC
1540
Iconiq Capital
California
$500K +$139K +396 +36%
MCM
1541
Mendel Capital Management
Arkansas
$499K
FHA
1542
Flagship Harbor Advisors
Massachusetts
$499K -$9.48K -27 -2%
EFG
1543
Ethos Financial Group
Pennsylvania
$498K +$221K +629 +73%
LSPW
1544
Lake Street Private Wealth
Illinois
$497K -$4.91K -14 -0.9%
JSW
1545
Journey Strategic Wealth
New Jersey
$497K -$39K -111 -7%
HAIM
1546
Hunter Associates Investment Management
Pennsylvania
$495K +$20.7K +59 +4%
MMPW
1547
Mitchell McLeod Pugh & Williams
Alabama
$494K -$7.37K -21 -1%
LC
1548
Landaas & Company
Wisconsin
$493K
AWA
1549
AGH Wealth Advisors
Kansas
$491K +$519K +1,479 New
OWA
1550
Outlook Wealth Advisors
Texas
$489K +$40.7K +116 +9%

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.