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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
WWA
2051
Wingate Wealth Advisors
Massachusetts
$161K +$170K +485 New
PWMG
2052
Private Wealth Management Group
New Jersey
$157K
FFO
2053
Fortitude Family Office
Arizona
$156K -$7.02K -20 -4%
TC
2054
Truvestments Capital
Florida
$149K +$5.26K +15 +3%
JGIA
2055
Jackson Grant Investment Advisers
Connecticut
$144K
AW
2056
Avion Wealth
Texas
$142K +$8.07K +23 +6%
FG
2057
Fairman Group
Pennsylvania
$141K -$1.75K -5 -1%
HC
2058
Hoese & Co
Minnesota
$141K
PSB
2059
Piscataqua Savings Bank
New Hampshire
$141K
HI
2060
Human Investing
Oregon
$140K +$148K +421 New
PFSC
2061
Peoples Financial Services Corp
Pennsylvania
$139K +$5.26K +15 +4%
FPB
2062
First PREMIER Bank
South Dakota
$139K
WA
2063
Whipplewood Advisors
Colorado
$135K +$143K +408 New
SHF
2064
Safe Harbor Fiduciary
Florida
$134K
HWM
2065
Hemington Wealth Management
Virginia
$134K +$6.67K +19 +5%
ATC
2066
Adirondack Trust Company
New York
$133K
NWWA
2067
New Wave Wealth Advisors
Arkansas
$127K +$134K +383 New
TFIPS
2068
Towarzystwo Funduszy Inwestycyjnych PZU SA
$126K
BA
2069
Bellwether Advisors
Nebraska
$123K +$130K +371 New
USB
2070
Union Savings Bank
Connecticut
$122K
TIM
2071
Tortoise Investment Management
New York
$122K +$29.1K +83 +29%
RS
2072
Rakuten Securities
Japan
$120K +$103K +294 +432%
BBPWM
2073
Blue Bell Private Wealth Management
Pennsylvania
$119K -$3.86K -11 -3%
OWP
2074
ORG Wealth Partners
Texas
$119K -$22.5K -64 -15%
KA
2075
Kozak & Associates
Colorado
$119K +$5.97K +17 +5%

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.