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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
PMFA
1676
Plante Moran Financial Advisors
Michigan
$380K +$29.8K +85 +8%
CFS
1677
Commonwealth Financial Services
West Virginia
$379K +$40.4K +115 +11%
CF
1678
Clarity Financial
Texas
$378K -$69.1K -197 -15%
CS
1679
Cannell & Spears
New York
$377K +$1.4K +4 +0.4%
C
1680
Certuity
Florida
$376K -$3.05M -8,700 -88%
CG
1681
Clifford Group
Massachusetts
$375K
PWM
1682
Penobscot Wealth Management
Maine
$375K -$24.6K -70 -6%
FAFN
1683
First Affirmative Financial Network
Colorado
$375K -$103K -294 -21%
CWA
1684
Canvas Wealth Advisors
Kansas
$375K +$15.1K +43 +4%
FFG
1685
Fiduciary Financial Group
California
$374K +$9.48K +27 +3%
SSWM
1686
Strait & Sound Wealth Management
California
$373K -$30.2K -86 -7%
SCM
1687
Schnieders Capital Management
California
$371K
FFA
1688
Fragasso Financial Advisors
Pennsylvania
$370K +$4.91K +14 +1%
GSWM
1689
Golden State Wealth Management
California
$369K +$391K +1,113 New
APG
1690
Abacus Planning Group
South Carolina
$369K +$1.4K +4 +0.4%
AIFAIM
1691
American Institute for Advanced Investment Management
Arizona
$368K -$84.9K -242 -18%
RT
1692
Rockland Trust
Massachusetts
$368K +$389K +1,109 New
SWP
1693
Strategic Wealth Partners
Ohio
$368K +$58.6K +167 +16%
LWM
1694
Lyell Wealth Management
California
$367K
RFS
1695
Retirement Financial Solutions
Tennessee
$366K +$1.05K +3 +0.3%
HWA
1696
Heartwood Wealth Advisors
Virginia
$365K
OL
1697
Optas LLC
Texas
$365K +$702 +2 +0.2%
HKIM
1698
Hayek Kallen Investment Management
Alabama
$364K
PTC
1699
Philadelphia Trust Company
Pennsylvania
$363K -$578K -1,646 -60%
DE
1700
Diversified Enterprises
Delaware
$362K +$78.3K +223 +26%

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.