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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
PTB
1876
Pioneer Trust Bank
Oregon
$220K
HWA
1877
HHM Wealth Advisors
Tennessee
$220K +$14.6K +47 +6%
ACA
1878
Affinity Capital Advisors
California
$220K
TWA
1879
Talisman Wealth Advisors
New Jersey
$219K -$21.2K -68 -8%
BIA
1880
Beacon Investment Advisors
Maryland
$219K +$23K +74 +10%
LA
1881
LVW Advisors
New York
$219K +$37.4K +120 +18%
CCA
1882
Cadent Capital Advisors
Oklahoma
$218K
AL
1883
Aspiriant LLC
California
$217K -$60.7K -195 -20%
BAM
1884
BOS Asset Management
Illinois
$217K
SFG
1885
SNS Financial Group
Minnesota
$216K +$248K +795 New
DLA
1886
Douglas Lane & Associates
New York
$216K -$60.1K -193 -20%
WCM
1887
Weaver Capital Management
Georgia
$215K +$247K +792 New
MCM
1888
Mendel Capital Management
Arkansas
$215K -$222K -714 -47%
GWA
1889
Gratus Wealth Advisors
Virginia
$214K
FWA
1890
FSM Wealth Advisors
Ohio
$212K +$21.5K +69 +10%
GC
1891
Gibson Capital
Pennsylvania
$212K +$623 +2 +0.3%
WBC
1892
Westpac Banking Corp
Australia
$212K +$33.6K +108 +16%
GG
1893
Greenwood Gearhart
Arkansas
$212K +$2.8K +9 +1%
T
1894
TrueFG
Texas
$211K
AB
1895
Atlas Brown
Kentucky
$211K -$2.8K -9 -1%
CIAS
1896
CFS Investment Advisory Services
New Jersey
$210K +$21.5K +69 +10%
IF
1897
Intrua Financial
Texas
$209K +$7.78K +25 +3%
CWG
1898
Crown Wealth Group
North Carolina
$208K +$311 +1 +0.1%
HR
1899
Hardy Reed
Mississippi
$207K -$5.61K -18 -2%
FC
1900
Financial Council
Maryland
$207K +$311 +1 +0.1%

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.