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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
WHCI
1776
W.H. Cornerstone Investments
Massachusetts
$264K -$22.7K -73 -7%
WP
1777
Westmount Partners
California
$264K -$4.67K -15 -2%
PWA
1778
Peterson Wealth Advisors
Utah
$261K
CWA
1779
Consilium Wealth Advisory
Texas
$260K -$311 -1 -0.1%
AFP
1780
Alpha Financial Partners
Kentucky
$260K +$311 +1 +0.1%
DAM
1781
Doheny Asset Management
California
$259K +$2.8K +9 +1%
RWP
1782
Revolve Wealth Partners
New Jersey
$259K +$11.8K +38 +4%
MWA
1783
Midland Wealth Advisors
Illinois
$258K -$4.98K -16 -2%
PGCM
1784
Prescott Group Capital Management
Oklahoma
$257K -$639K -2,053 -68%
GKFF
1785
George Kaiser Family Foundation
Oklahoma
$257K +$295K +947 New
MHC
1786
May Hill Capital
Massachusetts
$257K -$2.49K -8 -0.8%
LWM
1787
Lyell Wealth Management
California
$257K -$50.4K -162 -15%
BCM
1788
Boltwood Capital Management
California
$257K +$294K +945 New
BWM
1789
BKM Wealth Management
Wisconsin
$256K
BP
1790
BWM Planning
Texas
$256K +$1.56K +5 +0.5%
AF
1791
Apexium Financial
Texas
$256K +$26.2K +84 +10%
CPRC
1792
Consolidated Portfolio Review Corp
New York
$256K +$95.9K +308 +49%
CCA
1793
Childress Capital Advisors
Texas
$256K -$69.1K -222 -19%
MAC
1794
Mason & Associates (California)
California
$256K +$293K +940 New
NRW
1795
Nova R Wealth
Kansas
$255K +$31.8K +102 +12%
WDA
1796
Wendell David Associates
New Hampshire
$255K
SWMG
1797
Sanchez Wealth Management Group
Florida
$254K +$934 +3 +0.3%
FM
1798
Family Management
New York
$254K -$9.03K -29 -3%
JIP
1799
Jaffetilchin Investment Partners
Florida
$254K +$84.4K +271 +41%
CPA
1800
Capital Performance Advisors
California
$253K +$67.3K +216 +30%

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.