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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 %
WMWM
1651
Whitaker-Myers Wealth Managers
Ohio
$319K +$319K +1,175 New
LAS
1652
LWM Advisory Services
Florida
$319K -$6.8K -25 -2%
MCCA
1653
Mill Creek Capital Advisors
Pennsylvania
$319K -$5.71K -21 -2%
KTA
1654
Keeley-Teton Advisors
Illinois
$318K -$95.1K -350 -23%
MWA
1655
MN Wealth Advisors
Kansas
$317K +$317K +1,167 New
SIM
1656
Sentry Investment Management
Wisconsin
$317K -$94.7K -375 -23%
EA
1657
Ellsworth Advisors
Ohio
$316K -$18.2K -67 -5%
MSWA
1658
Marshall & Sterling Wealth Advisors
New York
$316K +$312K +1,145 +7,633%
VWA
1659
VSM Wealth Advisory
Maryland
$316K – – –
CCM
1660
CAAS Capital Management
New York
$316K +$316K +1,162 New
SIAG
1661
Safeguard Investment Advisory Group
California
$313K +$101K +372 +48%
WIS
1662
Wright Investors Service
Connecticut
$312K -$34K -125 -10%
CG
1663
Clifford Group
Massachusetts
$312K +$4.89K +18 +2%
FFA
1664
Fragasso Financial Advisors
Pennsylvania
$311K +$8.15K +30 +3%
NIA
1665
NIA Impact Advisors
California
$311K -$105K -385 -25%
LC
1666
Lincoln Capital
Nebraska
$310K – – –
CS
1667
Cannell & Spears
New York
$309K +$272 +1 +0.1%
FWP
1668
Forefront Wealth Partners
Texas
$309K +$309K +1,136 New
BAM
1669
Blueshift Asset Management
New Jersey
$307K +$307K +1,130 New
LCWP
1670
Legacy Capital Wealth Partners
Arkansas
$306K +$31.8K +117 +12%
SSWM
1671
Strait & Sound Wealth Management
California
$305K – – –
WBC
1672
West Branch Capital
Massachusetts
$305K -$214K -787 -41%
BWM
1673
BigSur Wealth Management
Florida
$305K +$44.9K +165 +17%
SCM
1674
Schnieders Capital Management
California
$304K – – –
AWM
1675
Angeles Wealth Management
California
$304K +$11.1K +41 +4%
65 66
67
68 69