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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
DCBT
1951
Dakota Community Bank & Trust
North Dakota
$139K
MIA
1952
MeadowBrook Investment Advisors
Michigan
$139K +$6.23K +20 +4%
RFA
1953
Reyes Financial Architecture
California
$136K
TC
1954
Truvestments Capital
Florida
$129K +$8.1K +26 +6%
PWMG
1955
Private Wealth Management Group
New Jersey
$128K
FFO
1956
Fortitude Family Office
Arizona
$121K -$7.78K -25 -5%
TIM
1957
Tortoise Investment Management
New York
$119K +$22.1K +71 +19%
WPA
1958
Wealth Preservation Advisors
Tennessee
$119K +$136K +437 New
JGIA
1959
Jackson Grant Investment Advisers
Connecticut
$118K
HWM
1960
Hemington Wealth Management
Virginia
$116K +$7.47K +24 +6%
HC
1961
Hoese & Co
Minnesota
$116K
PSB
1962
Piscataqua Savings Bank
New Hampshire
$116K
MAM
1963
Meeder Asset Management
Ohio
$114K +$67.3K +216 +107%
PFSC
1964
Peoples Financial Services Corp
Pennsylvania
$113K -$1.56K -5 -1%
FPB
1965
First PREMIER Bank
South Dakota
$112K -$1.87K -6 -1%
SHF
1966
Safe Harbor Fiduciary
Florida
$110K
ATC
1967
Adirondack Trust Company
New York
$109K -$623 -2 -0.5%
KB
1968
Kimelman & Baird
New York
$105K -$65.4K -210 -35%
CWM
1969
Centricity Wealth Management
Ohio
$104K -$62.9K -202 -35%
TFIPS
1970
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K
AG
1971
AmeriFlex Group
Nevada
$103K -$68.5K -220 -37%
BA
1972
Bellwether Advisors
Nebraska
$101K
CAM
1973
Costello Asset Management
Pennsylvania
$101K +$31.1K +100 +37%
USB
1974
Union Savings Bank
Connecticut
$100K
BL
1975
BFSG LLC
California
$97.9K +$3.74K +12 +3%

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.