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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
TAP
1751
Tounjian Advisory Partners
Florida
$278K +$318K +1,022 New
VP
1752
Verum Partners
North Carolina
$277K +$1.87K +6 +0.6%
ICP
1753
Interchange Capital Partners
Pennsylvania
$277K +$84.1K +270 +36%
PFA
1754
Pure Financial Advisors
California
$277K +$317K +1,017 New
C
1755
Certuity
Florida
$276K -$36.7K -118 -10%
BWM
1756
BCS Wealth Management
Tennessee
$276K
DOA
1757
D'Orazio & Associates
Virginia
$276K
NPT
1758
National Philanthropic Trust
Pennsylvania
$275K -$62.6K -201 -17%
CWA
1759
Centennial Wealth Advisory
Michigan
$275K +$18.4K +59 +6%
ACC
1760
Acorn Creek Capital
Colorado
$274K -$47.6K -153 -13%
JFGIW
1761
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274K +$31.8K +102 +11%
AG
1762
AlTi Global
New York
$274K -$63.5K -204 -17%
UCB
1763
United Community Bank
South Carolina
$273K +$48.9K +157 +19%
RW
1764
Rede Wealth
Virginia
$273K +$2.49K +8 +0.8%
BAM
1765
BOCHK Asset Management
Hong Kong
$272K -$343K -1,100 -52%
CPC
1766
Congress Park Capital
New York
$272K -$62.3K -200 -17%
T
1767
Transce3nd
Texas
$272K -$11.8K -38 -4%
AAMC
1768
Asset Allocation & Management Company
Illinois
$271K
MAP
1769
Moody Aldrich Partners
Massachusetts
$269K
AFT
1770
Alpha Family Trust
California
$268K
FWM
1771
Forza Wealth Management
Florida
$267K
WCA
1772
Westover Capital Advisors
Delaware
$267K
EIP
1773
Ellis Investment Partners
Pennsylvania
$267K
PA
1774
Probity Advisors
Texas
$267K -$78.8K -253 -20%
MKA
1775
M. Kulyk & Associates
Georgia
$267K -$19.9K -64 -6%

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.