We are live on ! Find out more

2,188 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, 801 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: 801

1.25% more ownership

Funds ownership: 82.14%83.39% (+1.2%)

4% less funds holding

Funds holding: 2,2792,188 (-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
2,188
Holders Change
-91
Holders Change %
-3.99%
% of All Funds
29.34%
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
801
Closed
217
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1576
Apella Capital
Connecticut
$387K +$425K +1,364 New
5W
1577
5T Wealth
California
$385K +$311 +1 +0.1%
CT
1578
Caldwell Trust
Florida
$384K
MWM
1579
Mindset Wealth Management
Indiana
$384K +$100K +322 +30%
HWM
1580
HFR Wealth Management
New York
$383K
PL
1581
Plancorp LLC
Missouri
$383K -$34.6K -111 -7%
DDC
1582
DF Dent & Co
Maryland
$382K
PSCM
1583
Per Stirling Capital Management
Texas
$381K -$1.25K -4 -0.3%
RCM
1584
RB Capital Management
Nevada
$381K -$7.78K -25 -2%
AWAG
1585
ARS Wealth Advisors Group
Florida
$380K -$7.78K -25 -2%
TA
1586
Townsend & Associates
Colorado
$380K
HFM
1587
Harvest Fund Management
China
$380K -$1.24M -3,982 -74%
DFG
1588
Delta Financial Group
New Jersey
$379K +$63.2K +203 +19%
TNAM
1589
Terra Nova Asset Management
New York
$379K -$70.1K -225 -14%
VCM
1590
Versant Capital Management
Arizona
$378K +$235K +754 +119%
AWM
1591
Accel Wealth Management
Iowa
$377K -$3.11K -10 -0.7%
WA
1592
Wealth Architects
California
$376K +$24.6K +79 +6%
AWA
1593
Arbor Wealth Advisors
Michigan
$375K +$4.67K +15 +1%
PI
1594
PGGM Investments
Netherlands
$371K -$293K -941 -41%
AFS
1595
Anderson Financial Strategies
Ohio
$370K +$20.2K +65 +5%
CA
1596
Calton & Associates
Florida
$369K +$183K +587 +76%
RIG
1597
RiverFront Investment Group
Virginia
$369K -$33.3K -107 -7%
GIM
1598
Generali Investments Management
Slovenia
$368K +$422K +1,355 New
TW
1599
Transform Wealth
Colorado
$368K -$53.2K -171 -11%
ICP
1600
Impact Capital Partners
Colorado
$368K -$125K -403 -23%

ETN Hedge Fund Activity: Q1 2025 in Review

2,188 of the 7,458 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 801 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.

  • 2,188 institutional investors held Eaton (ETN) as of Q1 2025, down from 2,279 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.