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
NS
1626
NBC Securities
Alabama
$349K +$400K +1,285 +128,500%
SB
1627
Sunflower Bank
Texas
$348K -$8.1K -26 -2%
FWM
1628
Focused Wealth Management
New York
$347K
BFA
1629
Beaumont Financial Advisors
Massachusetts
$346K -$29.3K -94 -7%
JF
1630
Joule Financial
Kentucky
$346K
RFN
1631
RDA Financial Network
Iowa
$345K +$16.5K +53 +4%
CAWM
1632
Capital Advisors Wealth Management
Washington
$343K +$311 +1 +0.1%
LJHT
1633
Laurie J. Hall Trustee
$343K
EI
1634
Ellevest Inc
New York
$342K +$7.16K +23 +2%
WHC
1635
Wulff, Hansen & Co
California
$341K -$84.1K -270 -18%
KCM
1636
Kathmere Capital Management
Pennsylvania
$341K +$51.7K +166 +15%
RZH
1637
Relyea Zuckerberg Hanson
Connecticut
$341K +$24.6K +79 +7%
DE
1638
Diversified Enterprises
Delaware
$341K +$51.1K +164 +15%
APW
1639
Austin Private Wealth
Texas
$341K +$66.3K +213 +20%
GSWA
1640
Good Steward Wealth Advisors
Tennessee
$341K +$390K +1,253 New
MFC
1641
Mechanics Financial Corp
Ohio
$340K -$202K -650 -34%
CWP
1642
Cyndeo Wealth Partners
Florida
$340K -$1.56K -5 -0.4%
FFG
1643
Fiduciary Financial Group
California
$339K +$48.6K +156 +14%
HFP
1644
Holistic Financial Partners
Indiana
$338K -$32.4K -104 -8%
SPA
1645
Sherbrooke Park Advisers
New York
$337K +$386K +1,239 New
PCH
1646
PGIM Custom Harvest
New Jersey
$336K -$11.2K -36 -3%
FFA
1647
Fortune Financial Advisors
Kansas
$336K -$13.4K -43 -3%
DWM
1648
Drive Wealth Management
Utah
$335K -$15.6K -50 -4%
KOC
1649
Koss-Olinger Consulting
Florida
$335K +$383K +1,231 New
LAS
1650
Legacy Advisory Services
Pennsylvania
$334K -$15.3K -49 -4%

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.