We are live on ! Find out more

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
CCMI
2001
Creative Capital Management Investments
California
$73.9K
PWA
2002
Physician Wealth Advisors
Utah
$73.4K +$1.25K +4 +2%
CT
2003
Clearstead Trust
Maine
$73K +$24.9K +80 +42%
WWM
2004
Wolff Wiese Magana
California
$72K -$9.34K -30 -10%
LWMI
2005
Legacy Wealth Management (Idaho)
Idaho
$71.8K
GPI
2006
General Partner Inc
Pennsylvania
$71.8K
CSC
2007
Cove Street Capital
California
$70.7K
HCM
2008
Horrell Capital Management
Arkansas
$70.7K
AT
2009
Arlington Trust
Alabama
$70.1K -$5.92K -19 -7%
AIM
2010
Arcadia Investment Management
Michigan
$68K
SWIM
2011
Smallwood Wealth Investment Management
New Jersey
$68K +$77.8K +250 New
FC
2012
Fairscale Capital
New Hampshire
$66.1K
RCA
2013
Runnymede Capital Advisors
Ohio
$63.9K
CHC
2014
City Holding Co
West Virginia
$63.6K +$3.74K +12 +5%
KTC
2015
Kentucky Trust Company
Kentucky
$62.5K
BBPWM
2016
Blue Bell Private Wealth Management
Pennsylvania
$61.4K -$41.7K -134 -37%
WIM
2017
Westside Investment Management
California
$61.4K +$8.41K +27 +14%
HCM
2018
Hollencrest Capital Management
California
$61.2K -$22.1K -71 -24%
SR
2019
Syntax Research
Florida
$61.2K
CYG
2020
Clean Yield Group
Vermont
$60.6K
CCC
2021
Chelsea Counsel Company
California
$59.8K
HFS
2022
Hopwood Financial Services
Virginia
$59.3K +$20.6K +66 +43%
AWM
2023
Activest Wealth Management
Florida
$59K +$36.1K +116 +115%
BIA
2024
Bell Investment Advisors
California
$57.9K +$623 +2 +0.9%
WAS
2025
Winch Advisory Services
Wisconsin
$57.7K +$311 +1 +0.5%

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.