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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
IPW
1951
Inlet Private Wealth
Florida
$230K
OF
1952
Optimize Financial
California
$229K +$242K +689 New
SIA
1953
Sovereign Investment Advisors
Arizona
$228K +$241K +686 New
LA
1954
LVW Advisors
New York
$227K -$155K -441 -39%
KA
1955
Kovack Advisors
Florida
$226K +$239K +681 New
GB
1956
Goepper Burkhardt
South Carolina
$226K
CCG
1957
Chatham Capital Group
Georgia
$225K +$17.5K +50 +8%
GA
1958
Goldstein Advisors
Wisconsin
$224K -$19K -54 -7%
JHCP
1959
Jackson Hole Capital Partners
Oklahoma
$224K -$5.26K -15 -2%
VCWA
1960
Vanguard Capital Wealth Advisors
Colorado
$224K
LS
1961
Leelyn Smith
Illinois
$224K +$351 +1 +0.1%
MSWM
1962
Mowery & Schoenfeld Wealth Management
Illinois
$224K +$237K +674 New
AG
1963
Advocate Group
Minnesota
$224K
FCIM
1964
Fairview Capital Investment Management
California
$223K -$28.1K -80 -11%
WBC
1965
Westpac Banking Corp
Australia
$223K -$84.2K -240 -26%
PCA
1966
Peddock Capital Advisors
Massachusetts
$223K
CP
1967
Castleview Partners
Texas
$223K -$351 -1 -0.1%
MFWP
1968
Mosaic Family Wealth Partners
Missouri
$223K +$236K +671 New
OPA
1969
Old Port Advisors
Maine
$222K -$7.02K -20 -3%
QFA
1970
Quantum Financial Advisors
California
$222K +$351 +1 +0.1%
FCFC
1971
First Citizens Financial Corp
Iowa
$221K
WAM
1972
Weatherly Asset Management
California
$220K +$351 +1 +0.2%
DWA
1973
Dorsey Wright & Associates
California
$220K
KG
1974
Kilter Group
New York
$220K +$232K +662 New
JIP
1975
Jaffetilchin Investment Partners
Florida
$220K

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.