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Eaton
ETN

Overview Fund Activity

2,162 hedge funds and large institutions have $87.2B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 919 increasing their positions, 789 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
-92
Holders Change %
-4.08%
% of All Funds
29.37%
Holding in Top 10
31
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
165
Increased
919
Reduced
789
Closed
214
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.11B
2
UBS Group
UBS Group
Switzerland
+$585M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$527M
4
Ameriprise
Ameriprise
Minnesota
+$455M
5
Bank of America
Bank of America
North Carolina
+$418M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.36B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.18B
3
Jennison Associates
Jennison Associates
New York
-$1.17B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$319M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
1876
Crown Wealth Group
North Carolina
$208K +$272 +1 +0.1%
HR
1877
Hardy Reed
Mississippi
$207K -$4.89K -18 -2%
FC
1878
Financial Council
Maryland
$207K +$272 +1 +0.1%
HCA
1879
Harbour Capital Advisors
Virginia
$206K – – –
JCM
1880
Jacobsen Capital Management
Utah
$206K +$15.8K +58 +8%
CWM
1881
Centric Wealth Management
Illinois
$206K – – –
TCBWMS
1882
Texas Capital Bank Wealth Management Services
Texas
$205K +$205K +755 New
BTD
1883
BankPlus Trust Department
Mississippi
$205K -$4.08K -15 -2%
SAM
1884
S.A. Mason
Michigan
$204K +$544 +2 +0.3%
NRC
1885
New Republic Capital
North Carolina
$204K -$38.6K -142 -16%
VFG
1886
Victory Financial Group
Texas
$204K +$25.8K +95 +14%
HC
1887
Headland Capital
South Carolina
$204K +$12.2K +45 +6%
FI
1888
Fractal Investments
Connecticut
$204K -$272K -1,001 -57%
LFS
1889
Legacy Financial Strategies
Kansas
$203K -$11.4K -42 -5%
PIA
1890
Perennial Investment Advisors
California
$203K +$38.6K +142 +23%
PWW
1891
Pettyjohn Wood & White
Virginia
$203K – – –
CIP
1892
Convergence Investment Partners
Florida
$203K -$47.3K -174 -19%
AA
1893
Auxano Advisors
Washington
$202K -$13.6K -50 -6%
ABWM
1894
Alpine Bank Wealth Management
Colorado
$201K +$201K +741 New
IWP
1895
Invenio Wealth Partners
Florida
$200K -$137K -503 -41%
CIAS
1896
CBIZ Investment Advisory Services
Ohio
$198K +$2.17K +8 +1%
ECM
1897
Elgethun Capital Management
South Dakota
$197K – – –
CTB
1898
Country Trust Bank
Illinois
$195K – – –
FUBT
1899
First United Bank & Trust
Maryland
$195K – – –
BFS
1900
Burkett Financial Services
South Carolina
$190K -$13.6K -50 -7%
74 75
76
77 78