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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
SGC
2051
Slocum, Gordon & Co
Rhode Island
$40.8K
RMP
2052
Richards, Merrill & Peterson
Washington
$40K
AWM
2053
Abound Wealth Management
Tennessee
$39.7K +$19.3K +62 +74%
FFC
2054
First Financial Corp
Indiana
$39.4K -$11.8K -38 -21%
NFSG
2055
Newbridge Financial Services Group
Florida
$37.3K
S
2056
Sachetta
Massachusetts
$36.7K +$2.18K +7 +5%
HWA
2057
Heritage Wealth Advisors
Virginia
$36.4K -$1.87K -6 -4%
SO
2058
Sierra Ocean
California
$36.2K +$4.98K +16 +14%
AP
2059
Atwood & Palmer
Missouri
$35.6K -$27.1K -87 -40%
EA
2060
Evolution Advisers
Virginia
$34K
FP
2061
Financial Perspectives
Minnesota
$33.7K
CIR
2062
Clear Investment Research
Georgia
$33.4K
BGA
2063
Battery Global Advisors
Massachusetts
$31.8K
HIMS
2064
Hager Investment Management Services
New Hampshire
$31.3K
TCM
2065
Tradewinds Capital Management
Washington
$30.7K -$35.8K -115 -50%
EPAM
2066
Evelyn Partners Asset Management
$30.7K
NC
2067
NewSquare Capital
Pennsylvania
$30.7K +$28.6K +92 +438%
RPA
2068
Redwood Park Advisors
California
$30.4K -$46.7K -150 -57%
DIP
2069
DT Investment Partners
Pennsylvania
$30.4K
KC
2070
Knuff & Co
California
$30.2K
MSG
2071
Main Street Group
Virginia
$29.9K
CSB
2072
City State Bank
Iowa
$29.6K -$3.11K -10 -8%
KOCAA
2073
Knights of Columbus Asset Advisors
Connecticut
$29.6K
BOJHT
2074
Bank of Jackson Hole Trust
Wyoming
$29.6K -$15.6K -50 -33%
FMP
2075
Financial Management Professionals
Texas
$29.4K -$2.18K -7 -6%

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.