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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
WPP
1551
Whalerock Point Partners
Rhode Island
$489K +$22.8K +65 +5%
PAG
1552
Paladin Advisory Group
Iowa
$487K
PPWM
1553
Paragon Private Wealth Management
Kentucky
$486K +$100K +285 +24%
RIG
1554
RiverFront Investment Group
Virginia
$486K +$158K +450 +44%
AGWCA
1555
Annis Gardner Whiting Capital Advisors
Florida
$484K +$104K +295 +25%
MA
1556
MJP Associates
Connecticut
$483K -$16.5K -47 -3%
BBA
1557
BLB&B Advisors
Pennsylvania
$482K -$13.3K -38 -3%
SOS
1558
Silver Oak Securities
Tennessee
$481K +$30.9K +88 +6%
LI
1559
Lafayette Investments
Maryland
$481K -$8.77K -25 -2%
CWM
1560
Connecticut Wealth Management
Connecticut
$480K +$75.8K +216 +18%
LWP
1561
LeClair Wealth Partners
Ohio
$479K +$507K +1,444 New
CGA
1562
Crescent Grove Advisors
Illinois
$478K -$702 -2 -0.1%
RIS
1563
Retirement Income Solutions
Michigan
$475K
RCM
1564
RB Capital Management
Nevada
$473K -$2.81K -8 -0.6%
PL
1565
Parthenon LLC
Kentucky
$473K
AWAG
1566
ARS Wealth Advisors Group
Florida
$473K +$41.1K +117 +9%
5W
1567
5T Wealth
California
$470K +$496K +1,413 New
CT
1568
Caldwell Trust
Florida
$469K -$26.7K -76 -5%
HWM
1569
HFR Wealth Management
New York
$468K +$31.6K +90 +7%
PSCM
1570
Per Stirling Capital Management
Texas
$467K -$15.4K -44 -3%
SWA
1571
Stratos Wealth Advisors
Ohio
$467K +$94.1K +268 +24%
Members Trust
1572
Members Trust
Florida
$467K -$6.67K -19 -1%
GFG
1573
Goldstone Financial Group
Illinois
$467K +$133K +378 +37%
DDC
1574
DF Dent & Co
Maryland
$466K -$2.46K -7 -0.5%
GSEP
1575
Golden State Equity Partners
California
$465K +$274K +780 +125%

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.