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2,322 hedge funds and large institutions have $117B invested in Eaton in 2025 Q2 according to their latest regulatory filings, with 290 funds opening new positions, 945 increasing their positions, 770 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 290 | Existing positions closed: 129

120% more call options, than puts

Call options by funds: $3.1B | Put options by funds: $1.41B

94% more funds holding in top 10

Funds holding in top 10: 3262 (+30)

32% more capital invested

Capital invested by funds: $88.7B → $117B (+$28.2B)

23% more repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 770

6% more funds holding

Funds holding: 2,1892,322 (+133)

0.39% more ownership

Funds ownership: 83.39%83.78% (+0.39%)

Holders
2,322
Holders Change
+133
Holders Change %
+6.08%
% of All Funds
30.57%
Holding in Top 10
62
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+93.75%
% of All Funds
0.82%
New
290
Increased
945
Reduced
770
Closed
129
Calls
$3.1B
Puts
$1.41B
Net Calls
+$1.69B
Net Calls Change
+$939M
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
1701
Golden State Equity Partners
California
$377K -$5.85K -19 -2%
HWA
1702
Heartwood Wealth Advisors
Virginia
$376K
BMC
1703
Beaton Management Company
Massachusetts
$376K
SSW
1704
Stone Summit Wealth
Florida
$375K
B
1705
Bensler
Washington
$374K +$308 +1 +0.1%
LCWP
1706
Legacy Capital Wealth Partners
Arkansas
$374K -$24.3K -79 -7%
NCTC
1707
New Covenant Trust Company
Indiana
$373K -$1.23K -4 -0.4%
OL
1708
OneFund LLC
Florida
$373K -$2.77K -9 -0.9%
GWP
1709
Gateway Wealth Partners
Wisconsin
$373K -$75.1K -244 -19%
MHC
1710
May Hill Capital
Massachusetts
$372K +$29.9K +97 +10%
ICP
1711
Interchange Capital Partners
Pennsylvania
$372K +$7.08K +23 +2%
QPWM
1712
Quadrant Private Wealth Management
Pennsylvania
$372K +$50.2K +163 +19%
HWP
1713
Hibernia Wealth Partners
Louisiana
$370K +$319K +1,037 New
PWA
1714
Peterson Wealth Advisors
Utah
$369K
CWM
1715
Circle Wealth Management
New Jersey
$369K -$4K -13 -1%
DOA
1716
D'Orazio & Associates
Virginia
$368K +$5.54K +18 +2%
BIG
1717
Brookwood Investment Group
Arizona
$368K -$595K -1,931 -65%
NFG
1718
Nadler Financial Group
Illinois
$368K
DFP
1719
Defined Financial Planning
California
$368K +$1.85K +6 +0.6%
PIA
1720
Panoramic Investment Advisors
Colorado
$367K
TWM
1721
TriaGen Wealth Management
California
$367K
NPT
1722
National Philanthropic Trust
Pennsylvania
$366K +$4K +13 +1%
BCM
1723
Boltwood Capital Management
California
$364K +$23.4K +76 +8%
SIAG
1724
Safeguard Investment Advisory Group
California
$364K -$40.3K -131 -11%
CAS
1725
CTC Alternative Strategies
Illinois
$364K +$314K +1,020 New

ETN Hedge Fund Activity: Q2 2025 in Review

2,322 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2025, worth a combined $117B — up 32% from $88.7B a quarter earlier.

Buyers outnumbered sellers: 290 funds opened new ETN positions and 129 closed out — a net gain of 161 holders — while 945 added to existing stakes and 770 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $598M. The largest seller was BlackRock, cutting an estimated $443M.

  • 2,322 institutional investors held Eaton (ETN) as of Q2 2025, up from 2,189 in Q1 2025.
  • Funds reported $117B of Eaton stock for Q2 2025, up 32% quarter-over-quarter.
  • 290 funds opened new Eaton positions in Q2 2025 and 129 closed out, a net change of +161 holders.
  • The largest Eaton buyer in Q2 2025 was JP Morgan Chase, an estimated $598M added.
  • The largest Eaton seller in Q2 2025 was BlackRock, an estimated $443M sold.

Based on aggregated 13F filings for Q2 2025.