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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
CA
1601
Crumly & Associates
Illinois
$368K +$39.9K +128 +10%
TDC
1602
Thompson Davis & Co
Virginia
$367K +$125K +400 +42%
DIM
1603
DLK Investment Management
California
$367K +$1.56K +5 +0.4%
PCP
1604
Perbak Capital Partners
United Kingdom
$366K -$247K -792 -37%
AIM
1605
Anchor Investment Management
South Carolina
$366K +$24.9K +80 +6%
BS
1606
Brighton Securities
New York
$363K -$3.74K -12 -0.9%
SHFA
1607
SS&H Financial Advisors
Michigan
$363K
PWM
1608
Peterson Wealth Management
Nevada
$363K +$416K +1,335 New
OWA
1609
Outlook Wealth Advisors
Texas
$362K -$44.5K -143 -10%
NHC
1610
Nicholas Hoffman & Company
Georgia
$360K -$7.78K -25 -2%
TCM
1611
Tufton Capital Management
Maryland
$360K -$5.61K -18 -1%
TCM
1612
TruNorth Capital Management
Michigan
$360K +$412K +1,324 New
QWP
1613
Quotient Wealth Partners
Texas
$357K +$45.1K +145 +12%
MCM
1614
McRae Capital Management
New Jersey
$357K
AWM
1615
Accurate Wealth Management
Florida
$355K +$36.7K +118 +10%
TWA
1616
Tandem Wealth Advisors
Arizona
$354K +$29.3K +94 +8%
TM
1617
TigerOak Management
New Mexico
$354K
MIC
1618
Meridian Investment Counsel
California
$353K
OHWA
1619
Oak Hill Wealth Advisors
Virginia
$353K
SNB
1620
Security National Bank
Nebraska
$353K
CCG
1621
Catalina Capital Group
California
$352K -$416K -1,337 -51%
NG
1622
Novem Group
New York
$350K -$15.6K -50 -4%
GWP
1623
Gateway Wealth Partners
Wisconsin
$350K +$63.8K +205 +19%
ACM
1624
Andina Capital Management
Utah
$350K -$229K -734 -36%
MM
1625
MQS Management
New York
$349K +$400K +1,285 New

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.