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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
CWA
1876
Cascade Wealth Advisors
Washington
$265K
SPF
1877
South Plains Financial
Texas
$265K +$280K +798 New
SFS
1878
Symphony Financial Services
Ohio
$264K -$6.67K -19 -2%
AA
1879
Auxano Advisors
Washington
$263K +$13.7K +39 +5%
HPM
1880
Hoxton Planning & Management
West Virginia
$263K -$8.42K -24 -3%
TF
1881
Tudor Financial
Ohio
$263K -$3.51K -10 -1%
LFS
1882
Legacy Financial Strategies
Kansas
$262K +$5.97K +17 +2%
GWA
1883
Gratus Wealth Advisors
Virginia
$262K
RA
1884
Riversedge Advisors
Delaware
$260K -$16.8K -48 -6%
AB
1885
Atlas Brown
Kentucky
$260K +$3.16K +9 +1%
HR
1886
Hardy Reed
Mississippi
$259K
SIAG
1887
Safeguard Investment Advisory Group
California
$259K -$6.32K -18 -2%
GC
1888
Gibson Capital
Pennsylvania
$258K
T
1889
TrueFG
Texas
$257K
SFC
1890
SYM Financial Corp
Indiana
$257K +$35.1K +100 +15%
GCM
1891
Gunderson Capital Management
South Carolina
$257K +$15.1K +43 +6%
TSS
1892
Two Sigma Securities
New York
$257K +$271K +773 New
CA
1893
Calton & Associates
Florida
$256K -$173K -493 -39%
GG
1894
Greenwood Gearhart
Arkansas
$256K
SFS
1895
Sharp Financial Services
Pennsylvania
$255K -$10.2K -29 -4%
BTD
1896
BankPlus Trust Department
Mississippi
$255K +$270K +768 New
FI
1897
Financial Insights
Washington
$255K -$621K -1,770 -70%
CWG
1898
Crown Wealth Group
North Carolina
$253K +$3.86K +11 +1%
WWM
1899
Waterway Wealth Management
Texas
$253K +$24.6K +70 +10%
HWA
1900
HHM Wealth Advisors
Tennessee
$253K +$59K +168 +28%

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.