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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
KA
1976
Kozak & Associates
Colorado
$96.4K
RS
1977
Rakuten Securities
Japan
$95.1K -$3.74K -12 -3%
CGA
1978
Compound Global Advisors
Washington
$95.1K +$109K +350 New
SCA
1979
Stuart Chaussee & Associates
California
$93.8K
WF
1980
Wayfinding Financial
Washington
$89K +$103K +331 New
HIW
1981
Holos Integrated Wealth
Pennsylvania
$88.3K
RBC
1982
Roble Belko & Company
Pennsylvania
$88K +$7.47K +24 +8%
CG
1983
Curat Global
New Hampshire
$85.9K +$98.4K +316 New
MCM
1984
MV Capital Management
Maryland
$85.6K -$1.56K -5 -2%
AAG
1985
Armstrong Advisory Group
Massachusetts
$85.3K
DMBA
1986
Deseret Mutual Benefit Administrators
Utah
$84.5K
VWM
1987
Valley Wealth Managers
New Jersey
$82.6K
BCMLT
1988
Beacon Capital Management LLC (Tennessee)
Tennessee
$82.4K +$2.8K +9 +3%
BCM
1989
Berbice Capital Management
New York
$81.5K +$46.7K +150 +100%
PW
1990
Pandora Wealth
Illinois
$81.5K +$93.4K +300 New
AT
1991
Avalon Trust
New Mexico
$80.6K +$15.6K +50 +20%
CB
1992
Centennial Bank
Arkansas
$80.2K -$7.78K -25 -8%
CPG
1993
Cornerstone Planning Group
New Jersey
$79.7K +$39.9K +128 +80%
MWM
1994
Mascoma Wealth Management
New Hampshire
$78.6K
KIM
1995
Kestra Investment Management
Texas
$78.3K -$329K -1,058 -79%
CWM
1996
Cranbrook Wealth Management
Michigan
$77.5K +$19.9K +64 +29%
VNA
1997
Valley National Advisers
Pennsylvania
$76K +$31.8K +102 +56%
BHWM
1998
Beaird Harris Wealth Management
Texas
$74.8K
BTC
1999
Bank & Trust Company
Illinois
$74.5K
ME
2000
McIlrath & Eck
Washington
$74.2K

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.