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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
CWM
1726
Compass Wealth Management
Connecticut
$288K
PMFA
1727
Plante Moran Financial Advisors
Michigan
$288K -$26.5K -85 -7%
BMC
1728
Beaton Management Company
Massachusetts
$287K
BW
1729
BIP Wealth
Georgia
$287K -$39.2K -126 -11%
OL
1730
OneFund LLC
Florida
$287K
ML
1731
Mayport LLC
Massachusetts
$287K +$328K +1,055 New
HWA
1732
Heartwood Wealth Advisors
Virginia
$287K -$14.3K -46 -4%
SSW
1733
Stone Summit Wealth
Florida
$285K -$34.6K -111 -10%
VAMG
1734
Voisard Asset Management Group
Michigan
$285K +$623 +2 +0.2%
B
1735
Bensler
Washington
$285K -$934 -3 -0.3%
CWM
1736
Circle Wealth Management
New Jersey
$285K +$4.05K +13 +1%
M
1737
MOTCO
Texas
$283K -$7.78K -25 -2%
EP
1738
Edgestream Partners
New Jersey
$282K -$617K -1,980 -66%
SSWM
1739
Sheets Smith Wealth Management
North Carolina
$282K
TW
1740
TritonPoint Wealth
Maryland
$282K +$12.1K +39 +4%
CWA
1741
Canvas Wealth Advisors
Kansas
$281K -$23.4K -75 -7%
OL
1742
Optas LLC
Texas
$281K -$20.6K -66 -6%
FCM
1743
Fourpath Capital Management
Oklahoma
$281K +$51.1K +164 +19%
WGC
1744
Watts Gwilliam & Co
Arizona
$280K
MHR
1745
Matthew Hamilton Rosenberg
$280K -$9.65K -31 -3%
NFG
1746
Nadler Financial Group
Illinois
$280K
PIA
1747
Panoramic Investment Advisors
Colorado
$280K
TWM
1748
TriaGen Wealth Management
California
$279K
DFP
1749
Defined Financial Planning
California
$279K
AIM
1750
Avity Investment Management
Connecticut
$279K

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.