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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
FC
1901
Financial Council
Maryland
$253K +$351 +1 +0.1%
WFS
1902
Weitzel Financial Services
Iowa
$252K
RCA
1903
Ranch Capital Advisors
Florida
$252K +$351 +1 +0.1%
EIA
1904
Eldridge Investment Advisors
New Hampshire
$251K
CWM
1905
Centric Wealth Management
Illinois
$251K -$4.91K -14 -2%
RCP
1906
Rothschild Capital Partners
New York
$250K +$265K +754 New
TFM
1907
TFC Financial Management
Massachusetts
$250K +$11.9K +34 +5%
PSP
1908
Principal Street Partners
Tennessee
$249K +$8.77K +25 +3%
LF
1909
Lee Financial
Texas
$249K +$20.7K +59 +9%
TWM
1910
Thrive Wealth Management
Pennsylvania
$249K -$6.32K -18 -2%
SAM
1911
S.A. Mason
Michigan
$249K
BFS
1912
Burkett Financial Services
South Carolina
$249K
ICP
1913
Interchange Capital Partners
Pennsylvania
$248K -$26K -74 -9%
PWW
1914
Pettyjohn Wood & White
Virginia
$248K
IF
1915
Intrua Financial
Texas
$247K -$30.9K -88 -11%
GWM
1916
Greenwich Wealth Management
Connecticut
$246K +$19.7K +56 +8%
FWA
1917
FSM Wealth Advisors
Ohio
$246K +$21.4K +61 +9%
EAM
1918
Empirical Asset Management
Massachusetts
$245K +$28.3M +80,606 +307%
SAM
1919
SignalPoint Asset Management
Missouri
$244K
MAM
1920
McLean Asset Management
Virginia
$244K +$5.62K +16 +2%
BIA
1921
Beacon Investment Advisors
Maryland
$243K +$5.97K +17 +2%
OWA
1922
Opal Wealth Advisors
New York
$242K +$8.07K +23 +3%
MMHP
1923
Murphy Middleton Hinkle & Parker
Georgia
$242K
CSA
1924
Cottage Street Advisors
Massachusetts
$242K +$9.48K +27 +4%
JC
1925
Jacobs & Co
California
$242K -$28.1K -80 -10%

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.