We are live on ! Find out more

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
GL
1851
Gerber LLC
Ohio
$229K
AA
1852
Armis Advisers
Georgia
$229K +$242K +777 New
SRC
1853
Sage Rhino Capital
California
$229K +$2.8K +9 +1%
TF
1854
Tudor Financial
Ohio
$229K +$15.6K +50 +6%
SAW
1855
Signal Advisors Wealth
Michigan
$229K -$17.1K -55 -6%
MTIC
1856
Missouri Trust & Investment Company
Missouri
$228K -$34.3K -110 -12%
TCM
1857
Traynor Capital Management
Pennsylvania
$228K +$5.29K +17 +2%
XF
1858
XML Financial
Maryland
$227K -$70.4K -226 -21%
PWP
1859
Perfromance Wealth Partners
Illinois
$227K -$11.8K -38 -4%
FAN
1860
Financial Advisors Network
California
$227K -$9.03K -29 -3%
EIA
1861
Edgemoor Investment Advisors
Maryland
$227K
TPW
1862
TL Private Wealth
Texas
$226K
NAS
1863
NWF Advisory Services
California
$226K -$107K -343 -29%
OIA
1864
Optimum Investment Advisors
Illinois
$226K +$1.56K +5 +0.6%
FI
1865
Finivi Inc
Massachusetts
$225K +$4.67K +15 +2%
FCAS
1866
First Command Advisory Services
Texas
$225K +$6.85K +22 +3%
OP
1867
ORG Partners
Indiana
$224K -$42.3K -136 -14%
Empower Advisory Group
1868
Empower Advisory Group
Colorado
$224K -$28.3K -91 -10%
HPBT
1869
Hickory Point Bank & Trust
Illinois
$224K
MAWA
1870
Moss Adams Wealth Advisors
Washington
$223K -$9.03K -29 -3%
SFC
1871
SYM Financial Corp
Indiana
$223K +$14.6K +47 +6%
AWC
1872
Abundance Wealth Counselors
Pennsylvania
$223K -$1.87K -6 -0.7%
CSI
1873
Cross Staff Investments
New York
$223K
CWA
1874
Cascade Wealth Advisors
Washington
$221K
SFS
1875
Symphony Financial Services
Ohio
$221K +$5.29K +17 +2%

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.