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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
CH
1651
Cromwell Holdings
Wyoming
$334K
HPA
1652
High Probability Advisors
New York
$333K
WDG
1653
Wealth Dimensions Group
Ohio
$333K +$127K +408 +50%
CAM
1654
Creekmur Asset Management
Illinois
$331K +$188K +603 +98%
III
1655
Independent Investors Inc
New York
$330K
JSAM
1656
J. Safra Asset Management
New York
$330K -$21.5K -69 -5%
CF
1657
Clarity Financial
Texas
$330K +$23.4K +75 +7%
CHAM
1658
Clear Harbor Asset Management
Connecticut
$329K -$9.34K -30 -2%
BFG
1659
Berger Financial Group
Minnesota
$328K +$38.9K +125 +12%
BFA
1660
Beacon Financial Advisory
Ohio
$327K +$2.18K +7 +0.6%
CWP
1661
Core Wealth Partners
California
$326K
5SA
1662
5th Street Advisors
Connecticut
$326K +$374K +1,200 New
CF
1663
Centaurus Financial
California
$326K +$373K +1,198 New
GPW
1664
Genesis Private Wealth
Virginia
$326K +$63.2K +203 +20%
SCM
1665
Sterling Capital Management
North Carolina
$325K +$2.8K +9 +0.8%
ANTB
1666
AMG National Trust Bank
Colorado
$324K -$53.2K -171 -13%
SIC
1667
Shoker Investment Counsel
Ohio
$324K
SCP
1668
Sivia Capital Partners
California
$324K +$31.1K +100 +9%
APG
1669
Abacus Planning Group
South Carolina
$323K +$24.6K +79 +7%
LWM
1670
Lakeridge Wealth Management
Ohio
$320K +$623 +2 +0.2%
OCM
1671
Objective Capital Management
Ohio
$319K -$19.6K -63 -5%
CFS
1672
Commonwealth Financial Services
West Virginia
$319K +$10.3K +33 +3%
WMWM
1673
Whitaker-Myers Wealth Managers
Ohio
$319K +$366K +1,175 New
LAS
1674
LWM Advisory Services
Florida
$319K -$7.78K -25 -2%
MCCA
1675
Mill Creek Capital Advisors
Pennsylvania
$319K -$6.54K -21 -2%

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.