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2,383 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 988 increasing their positions, 785 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 110

37% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.07B

26% more repeat investments, than reductions

Existing positions increased: 988 | Existing positions reduced: 785

3% more funds holding

Funds holding: 2,3212,383 (+62)

2% more capital invested

Capital invested by funds: $117B → $119B (+$2.22B)

1.92% less ownership

Funds ownership: 83.78%81.86% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,383
Holders Change
+62
Holders Change %
+2.67%
% of All Funds
31.27%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
0.64%
New
209
Increased
988
Reduced
785
Closed
110
Calls
$1.47B
Puts
$1.07B
Net Calls
+$396M
Net Calls Change
-$1.29B
Name Holding Trade Value Shares
Change
Change in
Stake
PTB
1876
Pioneer Trust Bank
Oregon
$303K
QFW
1877
QTR Family Wealth
Florida
$303K +$364 +1 +0.1%
CWA
1878
Cascade Wealth Advisors
Washington
$303K
SFS
1879
Sharp Financial Services
Pennsylvania
$303K +$43.6K +120 +17%
WAG
1880
Windsor Advisory Group
Ohio
$302K +$293K +806 New
DTC
1881
Davidson Trust Company
Washington
$301K +$292K +804 New
CIM
1882
Cambria Investment Management
California
$301K +$292K +803 New
XWM
1883
Xcel Wealth Management
Florida
$300K +$47.3K +130 +19%
FAT
1884
First American Trust
California
$299K +$291K +801 New
AB
1885
Atlas Brown
Kentucky
$299K +$1.09K +3 +0.4%
BAM
1886
BOS Asset Management
Illinois
$299K
HKAM
1887
Horizon Kinetics Asset Management
New York
$298K -$276K -758 -49%
ABWM
1888
Alpine Bank Wealth Management
Colorado
$298K +$20K +55 +7%
CWG
1889
Crown Wealth Group
North Carolina
$296K +$6.91K +19 +2%
ACA
1890
Affinity Capital Advisors
California
$296K -$2.18K -6 -0.8%
MAM
1891
McLean Asset Management
Virginia
$296K +$4.37K +12 +2%
MCM
1892
Mendel Capital Management
Arkansas
$296K
PEA
1893
Park Edge Advisors
Ohio
$295K -$62.6K -172 -18%
GWA
1894
Gratus Wealth Advisors
Virginia
$295K -$33.5K -92 -10%
HWA
1895
HHM Wealth Advisors
Tennessee
$295K -$8K -22 -3%
CPA
1896
Cardiff Park Advisors
California
$295K +$286K +787 New
LFS
1897
Legacy Financial Strategies
Kansas
$294K +$16.4K +45 +6%
AGC
1898
Aspen Grove Capital
Colorado
$294K +$2.91K +8 +1%
HCA
1899
Harbour Capital Advisors
Virginia
$294K +$727 +2 +0.3%
SFS
1900
Symphony Financial Services
Ohio
$293K

ETN Hedge Fund Activity: Q3 2025 in Review

2,383 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2025, worth a combined $119B — up 1.9% from $117B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new ETN positions and 110 closed out — a net gain of 99 holders — while 988 added to existing stakes and 785 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $260M. The largest seller was JP Morgan Chase, cutting an estimated $1.7B.

  • 2,383 institutional investors held Eaton (ETN) as of Q3 2025, up from 2,321 in Q2 2025.
  • Funds reported $119B of Eaton stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 209 funds opened new Eaton positions in Q3 2025 and 110 closed out, a net change of +99 holders.
  • The largest Eaton buyer in Q3 2025 was Fidelity Investments, an estimated $260M added.
  • The largest Eaton seller in Q3 2025 was JP Morgan Chase, an estimated $1.7B sold.

Based on aggregated 13F filings for Q3 2025.