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2,280 hedge funds and large institutions have $108B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 863 increasing their positions, 767 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 109

13% more repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 767

7% more funds holding

Funds holding: 2,1242,280 (+156)

0.8% more ownership

Funds ownership: 81.34%82.14% (+0.8%)

1% more capital invested

Capital invested by funds: $107B → $108B (+$762M)

10% less funds holding in top 10

Funds holding in top 10: 7164 (-7)

18% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.37B

Holders
2,280
Holders Change
+156
Holders Change %
+7.34%
% of All Funds
30.03%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.84%
New
301
Increased
863
Reduced
767
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M
Name Holding Trade Value Shares
Change
Change in
Stake
VP
1751
Verum Partners
North Carolina
$337K -$9.83K -28 -3%
DFP
1752
Defined Financial Planning
California
$335K +$354K +1,009 New
LCWP
1753
Legacy Capital Wealth Partners
Arkansas
$335K -$319K -910 -47%
I
1754
InceptionR
California
$334K -$1.06M -3,034 -75%
WOC
1755
West Oak Capital
California
$332K
OTL
1756
Oak Thistle LLC
New York
$332K +$351K +1,000 New
TW
1757
TritonPoint Wealth
Maryland
$332K +$9.13K +26 +3%
AAMC
1758
Asset Allocation & Management Company
Illinois
$331K +$350K +997 New
RW
1759
Rede Wealth
Virginia
$331K -$2.46K -7 -0.7%
GWP
1760
Gen-Wealth Partners
Michigan
$331K
GPW
1761
Genesis Private Wealth
Virginia
$331K +$350K +996 New
AL
1762
Aspiriant LLC
California
$330K -$9.48K -27 -3%
MAP
1763
Moody Aldrich Partners
Massachusetts
$328K
AC
1764
ASB Consultores
Florida
$328K -$61.1K -174 -15%
DLA
1765
Douglas Lane & Associates
New York
$327K +$8.07K +23 +2%
AFT
1766
Alpha Family Trust
California
$327K
WP
1767
Westmount Partners
California
$327K +$10.5K +30 +3%
FWM
1768
Forza Wealth Management
Florida
$327K
WCA
1769
Westover Capital Advisors
Delaware
$327K
EIP
1770
Ellis Investment Partners
Pennsylvania
$326K -$29.8K -85 -8%
AIM
1771
Athena Investment Management
California
$326K -$59.3K -169 -15%
NG
1772
Norden Group
Utah
$325K +$11.2K +32 +3%
HKAM
1773
Horizon Kinetics Asset Management
New York
$324K
PWA
1774
Provenance Wealth Advisors
Florida
$323K -$1.26M -3,598 -79%
CWM
1775
Campbell Wealth Management
Virginia
$323K +$341K +973 New

ETN Hedge Fund Activity: Q4 2024 in Review

2,280 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2024, worth a combined $108B — up 0.71% from $107B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new ETN positions and 109 closed out — a net gain of 192 holders — while 863 added to existing stakes and 767 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $554M. The largest seller was Massachusetts Financial Services, cutting an estimated $443M.

  • 2,280 institutional investors held Eaton (ETN) as of Q4 2024, up from 2,124 in Q3 2024.
  • Funds reported $108B of Eaton stock for Q4 2024, up 0.71% quarter-over-quarter.
  • 301 funds opened new Eaton positions in Q4 2024 and 109 closed out, a net change of +192 holders.
  • The largest Eaton buyer in Q4 2024 was Capital International Investors, an estimated $554M added.
  • The largest Eaton seller in Q4 2024 was Massachusetts Financial Services, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2024.