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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
FFA
1926
Fi3 Financial Advisors
Indiana
$242K +$5.26K +15 +2%
ECM
1927
Elgethun Capital Management
South Dakota
$241K
TCOK
1928
Trust Company of Kansas
Kansas
$240K -$351 -1 -0.1%
AWM
1929
Aprio Wealth Management
Georgia
$239K +$13.7K +39 +6%
CTB
1930
Country Trust Bank
Illinois
$239K
CIAS
1931
CBIZ Investment Advisory Services
Ohio
$239K -$73.7K -210 -23%
SPWM
1932
Schrum Private Wealth Management
Florida
$238K -$169K -482 -40%
FUBT
1933
First United Bank & Trust
Maryland
$238K
CPA
1934
Capital Performance Advisors
California
$238K +$44.6K +127 +22%
IIM
1935
Ironwood Investment Management
Massachusetts
$238K
SIS
1936
Sound Income Strategies
Florida
$237K +$6.32K +18 +3%
FRM
1937
Fox Run Management
Connecticut
$237K -$408K -1,162 -62%
LMKC
1938
L.M. Kohn & Company
Ohio
$237K +$3.16K +9 +1%
WCWM
1939
Willow Creek Wealth Management
California
$236K
HC
1940
Headland Capital
South Carolina
$234K +$248K +706 New
SP
1941
Saranac Partners
$234K -$89.5K -255 -27%
FFM
1942
Flagstone Financial Management
Nebraska
$234K
KCPG
1943
Kavar Capital Partners Group
Kansas
$233K
CIAS
1944
CFS Investment Advisory Services
New Jersey
$233K -$3.16K -9 -1%
DTL
1945
Dynamic Technology Lab
Singapore
$233K +$246K +702 New
FFA
1946
First Foundation Advisors
California
$232K
JCM
1947
Jacobsen Capital Management
Utah
$232K +$351 +1 +0.1%
GIA
1948
GHP Investment Advisors
Colorado
$230K
BWM
1949
Bosman Wealth Management
California
$230K +$244K +694 New
CPP
1950
Capasso Planning Partners
South Carolina
$230K -$5.26K -15 -2%

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.