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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
HCA
1901
Harbour Capital Advisors
Virginia
$206K
JCM
1902
Jacobsen Capital Management
Utah
$206K +$18.1K +58 +8%
CWM
1903
Centric Wealth Management
Illinois
$206K
TCBWMS
1904
Texas Capital Bank Wealth Management Services
Texas
$205K +$235K +755 New
BTD
1905
BankPlus Trust Department
Mississippi
$205K -$4.67K -15 -2%
SAM
1906
S.A. Mason
Michigan
$204K +$623 +2 +0.3%
NRC
1907
New Republic Capital
North Carolina
$204K -$44.2K -142 -16%
VFG
1908
Victory Financial Group
Texas
$204K +$29.6K +95 +14%
HC
1909
Headland Capital
South Carolina
$204K +$14K +45 +6%
FI
1910
Fractal Investments
Connecticut
$204K -$312K -1,001 -57%
LFS
1911
Legacy Financial Strategies
Kansas
$203K -$13.1K -42 -5%
PIA
1912
Perennial Investment Advisors
California
$203K +$44.2K +142 +23%
PWW
1913
Pettyjohn Wood & White
Virginia
$203K
CIP
1914
Convergence Investment Partners
Florida
$203K -$54.2K -174 -19%
AA
1915
Auxano Advisors
Washington
$202K -$15.6K -50 -6%
ABWM
1916
Alpine Bank Wealth Management
Colorado
$201K +$231K +741 New
IWP
1917
Invenio Wealth Partners
Florida
$200K -$157K -503 -41%
CIAS
1918
CBIZ Investment Advisory Services
Ohio
$198K +$2.49K +8 +1%
ECM
1919
Elgethun Capital Management
South Dakota
$197K
CTB
1920
Country Trust Bank
Illinois
$195K
FUBT
1921
First United Bank & Trust
Maryland
$195K
BFS
1922
Burkett Financial Services
South Carolina
$190K -$15.6K -50 -7%
SIS
1923
Sound Income Strategies
Florida
$190K -$4.98K -16 -2%
GIA
1924
GHP Investment Advisors
Colorado
$187K -$1.56K -5 -0.7%
MSWM
1925
Mowery & Schoenfeld Wealth Management
Illinois
$183K

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.