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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
VW
2051
Vance Wealth
California
$210K +$181K +588 New
MWA
2052
Motive Wealth Advisors
Michigan
$209K +$180K +586 New
LRPA
2053
L. Roy Papp & Associates
Arizona
$209K +$180K +585 New
SFWC
2054
Strategic Family Wealth Counselors
New Jersey
$209K +$180K +585 New
BST
2055
Bath Savings Trust
Maine
$209K +$180K +585 New
SIG
2056
Sargent Investment Group
Maryland
$209K +$180K +583 New
AIM
2057
AHL Investment Management
Florida
$208K +$180K +584 New
CSA
2058
Cottage Street Advisors
Massachusetts
$208K +$180K +584 New
3IP
2059
3Chopt Investment Partners
Virginia
$208K +$179K +582 New
RWM
2060
Refined Wealth Management
Utah
$208K +$179K +582 New
CCA
2061
Conservest Capital Advisors
Pennsylvania
$207K +$179K +580 New
SSC
2062
Syverson Strege & Co
Iowa
$207K +$179K +580 New
VV
2063
Verity & Verity
South Carolina
$207K +$179K +580 New
FFC
2064
Frederick Financial Consultants
Maryland
$206K +$178K +578 New
RMC
2065
Resources Management Corp
Connecticut
$205K
Nomura Holdings
2066
Nomura Holdings
Japan
$205K -$38.2M -124,193 -100%
CTC
2067
Cetera Trust Company
Minnesota
$205K -$15.4K -50 -8%
BL
2068
Balentine LLC
Georgia
$204K +$176K +572 New
CPCM
2069
Cardinal Point Capital Management
Ontario, Canada
$203K +$176K +570 New
TWM
2070
Tanager Wealth Management
United Kingdom
$203K +$176K +570 New
OA
2071
Operose Advisors
Wisconsin
$203K
BC
2072
Barrett & Company
Rhode Island
$203K
SMA
2073
Seven Mile Advisory
New Jersey
$203K +$175K +568 New
PCM
2074
Princeton Capital Management
New Jersey
$202K +$175K +567 New
HBWM
2075
Hollow Brook Wealth Management
New York
$202K +$174K +565 New

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.