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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
CPRC
2001
Consolidated Portfolio Review Corp
New York
$210K +$223K +634 New
ACG
2002
Allen Capital Group
Nebraska
$210K +$3.16K +9 +1%
HBW
2003
Hazlett, Burt & Watson
West Virginia
$210K +$61.4K +175 +39%
SCA
2004
Sandy Cove Advisors
Massachusetts
$210K +$222K +632 New
GPWM
2005
Grant Private Wealth Management
California
$209K +$221K +630 New
WCM
2006
Washburn Capital Management
Florida
$209K +$221K +630 New
DPI
2007
Diversified Portfolios Inc
Michigan
$208K
KCM
2008
Kanawha Capital Management
Virginia
$207K
GCM
2009
Gables Capital Management
Florida
$207K
GKIM
2010
GW&K Investment Management
Massachusetts
$207K +$9.13K +26 +4%
CTC
2011
Cetera Trust Company
Minnesota
$207K
WIA
2012
Wealthedge Investment Advisors
New York
$206K +$218K +622 New
BPFA
2013
Barnes Pettey Financial Advisors
Mississippi
$206K
MG
2014
McHugh Group
Ohio
$206K +$218K +620 New
CCM
2015
Cinctive Capital Management
New York
$205K -$2.93M -8,349 -93%
CWA
2016
CM Wealth Advisors
Ohio
$205K -$148K -421 -41%
ECAM
2017
East Coast Asset Management
Massachusetts
$205K
LOPW
2018
Live Oak Private Wealth
North Carolina
$204K
XWM
2019
Xcel Wealth Management
Florida
$204K
TIA
2020
Tandem Investment Advisors
South Carolina
$204K -$16.8K -48 -7%
PWM
2021
PBMares Wealth Management
Virginia
$204K
CAM
2022
Creekmur Asset Management
Illinois
$203K
RTC
2023
Riverview Trust Company
Washington
$203K
TT
2024
TI-Trust
Illinois
$203K
KWM
2025
Kaydan Wealth Management
Michigan
$203K +$215K +612 New

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.