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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
KTA
1676
Keeley-Teton Advisors
Illinois
$318K -$109K -350 -23%
MWA
1677
MN Wealth Advisors
Kansas
$317K +$363K +1,167 New
SIM
1678
Sentry Investment Management
Wisconsin
$317K -$117K -375 -23%
EA
1679
Ellsworth Advisors
Ohio
$316K -$20.9K -67 -5%
MSWA
1680
Marshall & Sterling Wealth Advisors
New York
$316K +$357K +1,145 +7,633%
VWA
1681
VSM Wealth Advisory
Maryland
$316K
CCM
1682
CAAS Capital Management
New York
$316K +$362K +1,162 New
SIAG
1683
Safeguard Investment Advisory Group
California
$313K +$116K +372 +48%
WIS
1684
Wright Investors Service
Connecticut
$312K -$38.9K -125 -10%
CG
1685
Clifford Group
Massachusetts
$312K +$5.61K +18 +2%
FFA
1686
Fragasso Financial Advisors
Pennsylvania
$311K +$9.34K +30 +3%
NIA
1687
NIA Impact Advisors
California
$311K -$120K -385 -25%
LC
1688
Lincoln Capital
Nebraska
$310K
CS
1689
Cannell & Spears
New York
$309K +$311 +1 +0.1%
FWP
1690
Forefront Wealth Partners
Texas
$309K +$354K +1,136 New
BAM
1691
Blueshift Asset Management
New Jersey
$307K +$352K +1,130 New
LCWP
1692
Legacy Capital Wealth Partners
Arkansas
$306K +$36.4K +117 +12%
SSWM
1693
Strait & Sound Wealth Management
California
$305K
WBC
1694
West Branch Capital
Massachusetts
$305K -$245K -787 -41%
BWM
1695
BigSur Wealth Management
Florida
$305K +$51.4K +165 +17%
SCM
1696
Schnieders Capital Management
California
$304K
AWM
1697
Angeles Wealth Management
California
$304K +$12.8K +41 +4%
A
1698
Allianz
Germany
$302K -$346K -1,110 -50%
LPFG
1699
Landing Point Financial Group
Ohio
$300K
NA
1700
Navellier & Associates
Nevada
$300K -$6.42M -20,634 -95%

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.