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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
AI
1576
AdvisorShares Investments
Maryland
$465K +$491K +1,400 New
BFC
1577
Bedel Financial Consulting
Indiana
$463K +$9.13K +26 +2%
AWM
1578
Accel Wealth Management
Iowa
$463K +$351 +1 +0.1%
SFG
1579
Sovereign Financial Group
Connecticut
$458K +$62.5K +178 +15%
SF
1580
Symphony Financial
Texas
$457K -$70.5K -201 -14%
CWM
1581
Centurion Wealth Management
Virginia
$455K -$31.9K -91 -6%
BFA
1582
Beaumont Financial Advisors
Massachusetts
$454K +$33.7K +96 +8%
AI
1583
AXS Investments
New York
$454K +$19.7K +56 +4%
AWA
1584
Arbor Wealth Advisors
Michigan
$453K +$38.6K +110 +9%
BDFN
1585
Bond & Devick Financial Network
Minnesota
$453K
ANTB
1586
AMG National Trust Bank
Colorado
$452K +$2.81K +8 +0.6%
FSA
1587
Fort Sheridan Advisors
Illinois
$452K +$39.3K +112 +9%
NHC
1588
Nicholas Hoffman & Company
Georgia
$448K -$28.8K -82 -6%
SIC
1589
Sterling Investment Counsel
New York
$448K -$727K -2,070 -61%
BS
1590
Brighton Securities
New York
$448K +$473K +1,349 New
HFP
1591
Holistic Financial Partners
Indiana
$447K +$9.48K +27 +2%
KIM
1592
Kestra Investment Management
Texas
$447K -$177K -504 -27%
DIM
1593
DLK Investment Management
California
$446K -$702 -2 -0.1%
TCM
1594
Tufton Capital Management
Maryland
$446K
MAA
1595
Matrix Asset Advisors
New York
$445K +$175K +500 +59%
BMCM
1596
Bryn Mawr Capital Management
Pennsylvania
$445K -$1.76M -5,009 -79%
FAG
1597
Fortitude Advisory Group
Washington
$444K -$3.16K -9 -0.7%
NG
1598
Novem Group
New York
$444K +$470K +1,339 New
SHFA
1599
SS&H Financial Advisors
Michigan
$444K
PFW
1600
Petros Family Wealth
Minnesota
$441K +$466K +1,329 New

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.