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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
PAM
1701
Palisade Asset Management
Minnesota
$300K +$61K +196 +22%
FAFN
1702
First Affirmative Financial Network
Colorado
$299K -$8.72K -28 -2%
FFP
1703
FourThought Financial Partners
Florida
$298K -$28.6K -92 -8%
AIFAIM
1704
American Institute for Advanced Investment Management
Arizona
$298K -$4.05K -13 -1%
HKIM
1705
Hayek Kallen Investment Management
Alabama
$298K
PAG
1706
Paladin Advisory Group
Iowa
$297K -$116K -373 -25%
PTC
1707
Philadelphia Trust Company
Pennsylvania
$297K
MA
1708
MJP Associates
Connecticut
$297K -$113K -364 -25%
EFM
1709
E Fund Management
China
$297K +$10.3K +33 +3%
SFG
1710
Sovereign Financial Group
Connecticut
$296K -$90.6K -291 -21%
KBFS
1711
Kohmann Bosshard Financial Services
Ohio
$296K +$6.54K +21 +2%
OFW
1712
Omnia Family Wealth
Florida
$296K +$18.7K +60 +6%
PDL
1713
Portfolio Design Labs
California
$294K -$2.11M -6,785 -86%
SFS
1714
Sharp Financial Services
Pennsylvania
$294K +$97.1K +312 +41%
GSEP
1715
Golden State Equity Partners
California
$292K -$102K -326 -23%
CBT
1716
Crews Bank & Trust
Florida
$292K
PWM
1717
Penobscot Wealth Management
Maine
$292K -$16.8K -54 -5%
GCM
1718
Gables Capital Management
Florida
$292K +$140K +450 +72%
TFF
1719
The Family Firm
Maryland
$292K +$311 +1 +0.1%
NC
1720
North Capital
Utah
$291K +$333K +1,071 New
NCTC
1721
New Covenant Trust Company
Indiana
$291K -$6.85K -22 -2%
TH
1722
TCTC Holdings
Texas
$291K +$12.5K +40 +4%
SPF
1723
South Plains Financial
Texas
$290K +$83.4K +268 +34%
CAC
1724
Certified Advisory Corp
Florida
$289K -$7.78K -25 -2%
ANB
1725
Amarillo National Bank
Texas
$288K

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.