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Eaton
ETN

Overview Fund Activity

2,162 hedge funds and large institutions have $87.2B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 919 increasing their positions, 789 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
-92
Holders Change %
-4.08%
% of All Funds
29.36%
Holding in Top 10
31
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
165
Increased
919
Reduced
789
Closed
214
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.11B
2
UBS Group
UBS Group
Switzerland
+$585M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$527M
4
Ameriprise
Ameriprise
Minnesota
+$455M
5
Bank of America
Bank of America
North Carolina
+$418M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.36B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.18B
3
Jennison Associates
Jennison Associates
New York
-$1.17B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$319M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1626
Fortune Financial Advisors
Kansas
$336K -$11.7K -43 -3%
DWM
1627
Drive Wealth Management
Utah
$335K -$13.6K -50 -4%
KOC
1628
Koss-Olinger Consulting
Florida
$335K +$335K +1,231 New
LAS
1629
Legacy Advisory Services
Pennsylvania
$334K +$334K +1,230 New
CH
1630
Cromwell Holdings
Wyoming
$334K – – –
HPA
1631
High Probability Advisors
New York
$333K – – –
WDG
1632
Wealth Dimensions Group
Ohio
$333K +$111K +408 +50%
CAM
1633
Creekmur Asset Management
Illinois
$331K +$164K +603 +98%
III
1634
Independent Investors Inc
New York
$330K – – –
CF
1635
Clarity Financial
Texas
$330K +$20.4K +75 +7%
CHAM
1636
Clear Harbor Asset Management
Connecticut
$329K -$8.16K -30 -2%
BFG
1637
Berger Financial Group
Minnesota
$328K +$34K +125 +12%
BFA
1638
Beacon Financial Advisory
Ohio
$327K +$1.9K +7 +0.6%
CWP
1639
Core Wealth Partners
California
$326K – – –
5SA
1640
5th Street Advisors
Connecticut
$326K +$326K +1,200 New
CF
1641
Centaurus Financial
California
$326K +$326K +1,198 New
GPW
1642
Genesis Private Wealth
Virginia
$326K +$55.2K +203 +20%
SCM
1643
Sterling Capital Management
North Carolina
$325K +$2.45K +9 +0.8%
ANTB
1644
AMG National Trust Bank
Colorado
$324K -$46.5K -171 -13%
SIC
1645
Shoker Investment Counsel
Ohio
$324K – – –
SCP
1646
Sivia Capital Partners
California
$324K +$27.2K +100 +9%
APG
1647
Abacus Planning Group
South Carolina
$323K +$21.5K +79 +7%
LWM
1648
Lakeridge Wealth Management
Ohio
$320K +$543 +2 +0.2%
OCM
1649
Objective Capital Management
Ohio
$319K -$17.1K -63 -5%
CFS
1650
Commonwealth Financial Services
West Virginia
$319K +$8.97K +33 +3%
64 65
66
67 68