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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
TWA
1826
Talisman Wealth Advisors
New Jersey
$290K -$50.5K -144 -14%
PWP
1827
Perfromance Wealth Partners
Illinois
$290K -$2.46K -7 -0.8%
JGUA
1828
John G. Ullman & Associates
New York
$289K +$702 +2 +0.2%
FCM
1829
Fourpath Capital Management
Oklahoma
$288K -$9.48K -27 -3%
FAN
1830
Financial Advisors Network
California
$287K +$303K +864 New
HCM
1831
Hengehold Capital Management
Ohio
$286K -$16.1K -46 -5%
MFP
1832
Meridian Financial Partners
Virginia
$285K
AF
1833
Apexium Financial
Texas
$285K
ICM
1834
IMS Capital Management
Oregon
$283K
JE
1835
JMAC Enterprises
Pennsylvania
$283K +$299K +853 New
JWBC
1836
J.W. Burns & Co
New York
$283K +$1.4K +4 +0.5%
MAWA
1837
Moss Adams Wealth Advisors
Washington
$282K +$26.3K +75 +10%
1CM
1838
1492 Capital Management
Wisconsin
$282K -$41.4K -118 -12%
RFO
1839
RiverGlades Family Offices
Florida
$282K
UCB
1840
United Community Bank
South Carolina
$281K -$1.75K -5 -0.6%
IAMOG
1841
Investors Asset Management of Georgia
Georgia
$281K
RCM
1842
Radnor Capital Management
Pennsylvania
$281K
GL
1843
Gerber LLC
Ohio
$279K
AFS
1844
Access Financial Services
Minnesota
$279K
NRW
1845
Nova R Wealth
Kansas
$278K
GCM
1846
Graham Capital Management
Connecticut
$278K -$8.87M -25,260 -97%
CCA
1847
Cottonwood Capital Advisors
Utah
$277K -$67K -191 -19%
MEG
1848
Millstone Evans Group
Colorado
$277K +$293K +836 New
EIA
1849
Edgemoor Investment Advisors
Maryland
$277K
SRC
1850
Sage Rhino Capital
California
$276K -$11.6K -33 -4%

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.