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2,383 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 988 increasing their positions, 785 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 110

37% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.07B

26% more repeat investments, than reductions

Existing positions increased: 988 | Existing positions reduced: 785

3% more funds holding

Funds holding: 2,3212,383 (+62)

2% more capital invested

Capital invested by funds: $117B → $119B (+$2.22B)

1.92% less ownership

Funds ownership: 83.78%81.86% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,383
Holders Change
+62
Holders Change %
+2.67%
% of All Funds
31.27%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
0.64%
New
209
Increased
988
Reduced
785
Closed
110
Calls
$1.47B
Puts
$1.07B
Net Calls
+$396M
Net Calls Change
-$1.29B
Name Holding Trade Value Shares
Change
Change in
Stake
HKIM
1701
Hayek Kallen Investment Management
Alabama
$410K
Members Trust
1702
Members Trust
Florida
$410K -$28.7K -79 -7%
PTC
1703
Philadelphia Trust Company
Pennsylvania
$409K
NWWA
1704
New Wave Wealth Advisors
Arkansas
$407K +$144K +395 +57%
RCM
1705
Requisite Capital Management
Texas
$406K +$395K +1,086 New
OL
1706
OneFund LLC
Florida
$405K +$13.5K +37 +4%
MTIC
1707
Missouri Trust & Investment Company
Missouri
$405K +$364 +1 +0.1%
CWA
1708
Canvas Wealth Advisors
Kansas
$403K +$2.91K +8 +0.7%
AIM
1709
Advyzon Investment Management
Illinois
$403K -$158K -435 -29%
CBT
1710
Crews Bank & Trust
Florida
$403K
OFW
1711
Omnia Family Wealth
Florida
$402K +$3.27K +9 +0.8%
KFI
1712
Key Financial Inc
Pennsylvania
$402K +$727 +2 +0.2%
HPBT
1713
Hickory Point Bank & Trust
Illinois
$402K
BCM
1714
Boltwood Capital Management
California
$401K +$18.5K +51 +5%
IA
1715
Integrity Alliance
Iowa
$400K -$3.27K -9 -0.8%
CPRC
1716
Consolidated Portfolio Review Corp
New York
$400K +$38.9K +107 +11%
VAMG
1717
Voisard Asset Management Group
Michigan
$399K +$1.82K +5 +0.5%
CCFCSB
1718
Cape Cod Five Cents Savings Bank
Massachusetts
$399K
ANB
1719
Amarillo National Bank
Texas
$397K
AWM
1720
Aprio Wealth Management
Georgia
$396K +$23.3K +64 +6%
FFP
1721
FourThought Financial Partners
Florida
$395K -$12.7K -35 -3%
TW
1722
TritonPoint Wealth
Maryland
$395K -$4.73K -13 -1%
HWA
1723
Heartwood Wealth Advisors
Virginia
$394K
SSW
1724
Stone Summit Wealth
Florida
$393K
B
1725
Bensler
Washington
$392K

ETN Hedge Fund Activity: Q3 2025 in Review

2,383 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2025, worth a combined $119B — up 1.9% from $117B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new ETN positions and 110 closed out — a net gain of 99 holders — while 988 added to existing stakes and 785 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $260M. The largest seller was JP Morgan Chase, cutting an estimated $1.7B.

  • 2,383 institutional investors held Eaton (ETN) as of Q3 2025, up from 2,321 in Q2 2025.
  • Funds reported $119B of Eaton stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 209 funds opened new Eaton positions in Q3 2025 and 110 closed out, a net change of +99 holders.
  • The largest Eaton buyer in Q3 2025 was Fidelity Investments, an estimated $260M added.
  • The largest Eaton seller in Q3 2025 was JP Morgan Chase, an estimated $1.7B sold.

Based on aggregated 13F filings for Q3 2025.