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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
CWP
1651
Core Wealth Partners
California
$398K
BFA
1652
Beacon Financial Advisory
Ohio
$397K -$351 -1 -0.1%
SC
1653
Sapient Capital
Indiana
$397K +$46.7K +133 +13%
BOM
1654
Bank of Marin
California
$397K +$87.7K +250 +26%
MCCA
1655
Mill Creek Capital Advisors
Pennsylvania
$396K +$419K +1,194 New
ODIJL
1656
One Day In July LLC
Vermont
$396K +$419K +1,194 New
AWM
1657
Accurate Wealth Management
Florida
$395K +$48.1K +137 +13%
SIC
1658
Shoker Investment Counsel
Ohio
$395K -$21.1K -60 -5%
FFP
1659
FourThought Financial Partners
Florida
$395K +$417K +1,189 New
SWA
1660
Strategies Wealth Advisors
Michigan
$394K +$448K +1,276 New
SCM
1661
Sterling Capital Management
North Carolina
$394K -$220K -628 -35%
BW
1662
Bison Wealth
Georgia
$393K -$61.8K -176 -13%
BW
1663
BIP Wealth
Georgia
$392K -$34.4K -98 -8%
RZH
1664
Relyea Zuckerberg Hanson
Connecticut
$390K +$8.07K +23 +2%
LWM
1665
Lakeridge Wealth Management
Ohio
$390K +$3.86K +11 +0.9%
NAS
1666
NWF Advisory Services
California
$389K +$120K +343 +41%
Optiver Holding
1667
Optiver Holding
Netherlands
$389K +$181K +515 +78%
QWP
1668
Quotient Wealth Partners
Texas
$388K +$20K +57 +5%
CCA
1669
Childress Capital Advisors
Texas
$386K +$88.8K +253 +28%
LC
1670
Lincoln Capital
Nebraska
$386K -$21.1K -60 -5%
VWA
1671
VSM Wealth Advisory
Maryland
$386K +$408K +1,162 New
ACC
1672
Acorn Creek Capital
Colorado
$386K
PTP
1673
Platform Technology Partners
New York
$385K -$6.67K -19 -2%
SSW
1674
Stone Summit Wealth
Florida
$385K
QPWM
1675
Quadrant Private Wealth Management
Pennsylvania
$380K +$98.6K +281 +33%

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.