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2,322 hedge funds and large institutions have $117B invested in Eaton in 2025 Q2 according to their latest regulatory filings, with 290 funds opening new positions, 945 increasing their positions, 770 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 290 | Existing positions closed: 129

120% more call options, than puts

Call options by funds: $3.1B | Put options by funds: $1.41B

94% more funds holding in top 10

Funds holding in top 10: 3262 (+30)

32% more capital invested

Capital invested by funds: $88.7B → $117B (+$28.2B)

23% more repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 770

6% more funds holding

Funds holding: 2,1892,322 (+133)

0.39% more ownership

Funds ownership: 83.39%83.78% (+0.39%)

Holders
2,322
Holders Change
+133
Holders Change %
+6.08%
% of All Funds
30.57%
Holding in Top 10
62
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+93.75%
% of All Funds
0.82%
New
290
Increased
945
Reduced
770
Closed
129
Calls
$3.1B
Puts
$1.41B
Net Calls
+$1.69B
Net Calls Change
+$939M
Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
2001
One Day In July LLC
Vermont
$225K +$194K +630 New
CPP
2002
Capasso Planning Partners
South Carolina
$224K +$193K +628 New
KMWM
2003
Keudell/Morrison Wealth Management
Oregon
$224K +$193K +627 New
FI
2004
Financial Insights
Washington
$223K +$192K +624 New
EPM
2005
Elm Partners Management
Pennsylvania
$222K +$192K +623 New
HR
2006
Hardy Reed
Mississippi
$222K -$43.4K -141 -18%
EL
2007
EWA LLC
Pennsylvania
$221K +$191K +620 New
MG
2008
McHugh Group
Ohio
$221K +$191K +620 New
VCM
2009
Vivaldi Capital Management
Illinois
$221K +$191K +620 New
ECAM
2010
East Coast Asset Management
Massachusetts
$220K +$190K +617 New
SAM
2011
Summit Asset Management
Tennessee
$220K +$190K +617 New
LOPW
2012
Live Oak Private Wealth
North Carolina
$220K +$190K +616 New
PWM
2013
PBMares Wealth Management
Virginia
$219K +$189K +614 New
TFM
2014
TFC Financial Management
Massachusetts
$219K -$18.5K -60 -9%
AFA
2015
AA Financial Advisors
Ohio
$219K +$189K +613 New
TT
2016
TI-Trust
Illinois
$219K +$189K +613 New
AGP
2017
Autumn Glory Partners
Texas
$218K +$188K +610 New
FFO
2018
Fortitude Family Office
Arizona
$217K +$50.5K +164 +37%
ACM
2019
Avalon Capital Management
California
$217K +$187K +608 New
GWP
2020
Gen-Wealth Partners
Michigan
$217K
CWS
2021
Cypress Wealth Services
California
$217K +$187K +607 New
BLC
2022
Brown, Lisle/Cummings
Rhode Island
$216K +$308 +1 +0.2%
AF
2023
Arrow Financial
New York
$216K +$186K +605 New
CPIA
2024
Cornell Pochily Investment Advisors
New York
$216K +$186K +605 New
EA
2025
Ellsworth Advisors
Ohio
$216K -$172K -560 -48%

ETN Hedge Fund Activity: Q2 2025 in Review

2,322 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2025, worth a combined $117B — up 32% from $88.7B a quarter earlier.

Buyers outnumbered sellers: 290 funds opened new ETN positions and 129 closed out — a net gain of 161 holders — while 945 added to existing stakes and 770 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $598M. The largest seller was BlackRock, cutting an estimated $443M.

  • 2,322 institutional investors held Eaton (ETN) as of Q2 2025, up from 2,189 in Q1 2025.
  • Funds reported $117B of Eaton stock for Q2 2025, up 32% quarter-over-quarter.
  • 290 funds opened new Eaton positions in Q2 2025 and 129 closed out, a net change of +161 holders.
  • The largest Eaton buyer in Q2 2025 was JP Morgan Chase, an estimated $598M added.
  • The largest Eaton seller in Q2 2025 was BlackRock, an estimated $443M sold.

Based on aggregated 13F filings for Q2 2025.