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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
CIA
2026
Cape Investment Advisory
Georgia
$55.2K +$1.25K +4 +2%
HIIFS
2027
Harel Insurance Investments & Financial Services
Israel
$55K +$62.9K +202 New
WA
2028
Whipplewood Advisors
Colorado
$54.9K +$5.17M +16,616 +4,073%
SFGP
2029
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$54.6K +$1.56K +5 +3%
SC
2030
Stephens Consulting
Michigan
$54.4K -$3.42K -11 -5%
VWWMG
2031
Vermillion & White Wealth Management Group
Pennsylvania
$54.4K +$62.3K +200 New
CA
2032
Centerpoint Advisors
Massachusetts
$52K -$17.1K -55 -22%
CWM
2033
Cedar Wealth Management
California
$50.8K
C
2034
Covestor
United Kingdom
$50K +$3.42K +11 +6%
FWA
2035
Flagship Wealth Advisors
Massachusetts
$48.9K +$31.1K +100 +125%
DF
2036
Dunhill Financial
United Kingdom
$48K -$5.92K -19 -10%
CCM
2037
Cloud Capital Management
Washington
$47K +$53.9K +173 New
OWP
2038
ORG Wealth Partners
Texas
$46.5K -$59.5K -191 -53%
SIC
2039
SJS Investment Consulting
Ohio
$46.5K +$4.05K +13 +8%
Loomis, Sayles & Company
2040
Loomis, Sayles & Company
Massachusetts
$46K -$29K -93 -35%
PSFG
2041
Park Square Financial Group
Georgia
$45.1K -$311 -1 -0.6%
WCM
2042
Westend Capital Management
California
$45.1K +$51.7K +166 New
HB
2043
Horizon Bancorp
Indiana
$45K +$21.2K +68 +70%
SN
2044
Sittner & Nelson
Oregon
$44.9K
VWA
2045
Valued Wealth Advisors
Utah
$44.6K
CWM
2046
Crowley Wealth Management
Delaware
$44.3K
FFA
2047
Frazier Financial Advisors
Ohio
$43.5K
SCB
2048
Saudi Central Bank
Saudi Arabia
$42.4K +$48.6K +156 New
LWANC
2049
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.8K
GWM
2050
Graybill Wealth Management
Illinois
$40.8K +$46.7K +150 New

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.