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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
MBTD
1801
Mechanics Bank - Trust Department
California
$253K +$37.1K +119 +15%
DDPIC
1802
Deroy & Devereaux Private Investment Counsel
Michigan
$253K
NG
1803
Norden Group
Utah
$253K -$15.3K -49 -5%
CWM
1804
Cahaba Wealth Management
Georgia
$252K +$6.23K +20 +2%
HKAM
1805
Horizon Kinetics Asset Management
New York
$251K -$15.6K -50 -5%
OCG
1806
Opus Capital Group
Ohio
$251K -$92.8K -298 -24%
OPOWM
1807
One Plus One Wealth Management
Florida
$250K -$31.1K -100 -10%
FDDB
1808
Fidelity D&D Bancorp
Pennsylvania
$250K
WIM
1809
WealthPlan Investment Management
Nebraska
$249K +$31.1K +100 +12%
RCP
1810
Rothschild Capital Partners
New York
$249K +$50.1K +161 +21%
FOA
1811
Five Oceans Advisors
California
$248K -$311 -1 -0.1%
BDA
1812
Borer Denton & Associates
Pennsylvania
$246K
AIM
1813
Athena Investment Management
California
$246K -$24.3K -78 -8%
CCM
1814
Chiron Capital Management
Florida
$245K -$37.7K -121 -12%
TWM
1815
Thrive Wealth Management
Pennsylvania
$245K +$47K +151 +20%
CM
1816
Castleark Management
Illinois
$245K
O3W
1817
Omni 360 Wealth
New Jersey
$244K -$1.87K -6 -0.7%
LWM
1818
Lighthouse Wealth Management
Ohio
$244K
ML
1819
McAdam LLC
Pennsylvania
$242K +$2.8K +9 +1%
CIAM
1820
Caitong International Asset Management
Hong Kong
$242K +$71.9K +231 +35%
FSCM
1821
Front Street Capital Management
Montana
$242K
CWM
1822
Calamos Wealth Management
Illinois
$241K +$276K +886 New
SIA
1823
SeaBridge Investment Advisors
New Jersey
$241K
AIM
1824
Acropolis Investment Management
Missouri
$240K +$1.25K +4 +0.5%
KFP
1825
KMG Fiduciary Partners
Ohio
$239K -$2.18K -7 -0.8%

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.