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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
CAWM
1626
Capital Advisors Wealth Management
Washington
$418K +$4.21K +12 +1%
LJHT
1627
Laurie J. Hall Trustee
$418K
VCM
1628
Virtue Capital Management
Tennessee
$417K +$59K +168 +15%
MAM
1629
Morse Asset Management
Connecticut
$416K +$405K +1,155 +1,155%
CWP
1630
Cyndeo Wealth Partners
Florida
$416K -$1.75K -5 -0.4%
CHAM
1631
Clear Harbor Asset Management
Connecticut
$412K +$69.1K +197 +19%
IWP
1632
Invenio Wealth Partners
Florida
$411K
OCM
1633
Objective Capital Management
Ohio
$411K +$3.16K +9 +0.7%
EW
1634
Evoke Wealth
California
$410K +$76.2K +217 +21%
PA
1635
Probity Advisors
Texas
$410K -$21.8K -62 -5%
EI
1636
Ellevest Inc
New York
$410K -$26.3K -75 -6%
EA
1637
Ellsworth Advisors
Ohio
$408K -$57.6K -164 -12%
CH
1638
Cromwell Holdings
Wyoming
$408K
HPA
1639
High Probability Advisors
New York
$407K
CA
1640
Crumly & Associates
Illinois
$406K -$702 -2 -0.2%
OCG
1641
Opus Capital Group
Ohio
$406K -$90.9K -259 -17%
EHC
1642
Everett Harris & Co
California
$406K +$102K +292 +31%
RFN
1643
RDA Financial Network
Iowa
$404K +$427K +1,216 New
III
1644
Independent Investors Inc
New York
$403K
AG
1645
AlTi Global
New York
$403K +$183K +522 +76%
NPT
1646
National Philanthropic Trust
Pennsylvania
$403K +$426K +1,214 New
TWA
1647
Tandem Wealth Advisors
Arizona
$401K +$23.2K +66 +6%
CCFCSB
1648
Cape Cod Five Cents Savings Bank
Massachusetts
$399K
LAS
1649
LWM Advisory Services
Florida
$398K -$20K -57 -5%
CPC
1650
Congress Park Capital
New York
$398K

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.