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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
TFM
1926
TFC Financial Management
Massachusetts
$183K -$24.6K -79 -11%
CM
1927
Capula Management
Cayman Islands
$180K +$106K +339 +105%
CWC
1928
Carolinas Wealth Consulting
North Carolina
$180K -$96.5K -310 -32%
HBW
1929
Hazlett, Burt & Watson
West Virginia
$180K +$8.72K +28 +4%
BGAI
1930
Bruce G. Allen Investments
Colorado
$179K +$27.4K +88 +15%
Winslow Capital Management
1931
Winslow Capital Management
Minnesota
$177K -$366M -1,174,158 -100%
VBA
1932
von Borstel & Associates
Oregon
$176K -$623 -2 -0.3%
PB
1933
Pinnacle Bancorp
Nebraska
$176K
BWM
1934
Bernard Wealth Management
Michigan
$173K
GKIM
1935
GW&K Investment Management
Massachusetts
$172K +$2.8K +9 +1%
CTC
1936
Cetera Trust Company
Minnesota
$169K
SC
1937
Steph & Co
Wisconsin
$168K -$6.23K -20 -3%
GWP
1938
Gen-Wealth Partners
Michigan
$165K -$121K -389 -39%
RTC
1939
Riverview Trust Company
Washington
$164K -$2.49K -8 -1%
BLC
1940
Brown, Lisle/Cummings
Rhode Island
$164K +$4.67K +15 +3%
GTAM
1941
Global Trust Asset Management
Florida
$159K +$135K +435 +290%
RMC
1942
Resources Management Corp
Connecticut
$156K
LWCFA
1943
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$155K
BC
1944
Barrett & Company
Rhode Island
$154K
OA
1945
Operose Advisors
Wisconsin
$154K
WTFG
1946
Wood Tarver Financial Group
Idaho
$153K
PAM
1947
Parvin Asset Management
South Dakota
$150K +$6.23K +20 +4%
PWA
1948
Provenance Wealth Advisors
Florida
$146K -$136K -436 -45%
AW
1949
Avion Wealth
Texas
$142K
GG
1950
Gleason Group
Kentucky
$141K +$623 +2 +0.4%

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.