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2,383 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 988 increasing their positions, 785 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 110

37% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.07B

26% more repeat investments, than reductions

Existing positions increased: 988 | Existing positions reduced: 785

3% more funds holding

Funds holding: 2,3212,383 (+62)

2% more capital invested

Capital invested by funds: $117B → $119B (+$2.22B)

1.92% less ownership

Funds ownership: 83.78%81.86% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,383
Holders Change
+62
Holders Change %
+2.67%
% of All Funds
31.27%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
0.64%
New
209
Increased
988
Reduced
785
Closed
110
Calls
$1.47B
Puts
$1.07B
Net Calls
+$396M
Net Calls Change
-$1.29B
Name Holding Trade Value Shares
Change
Change in
Stake
SP
2051
Sequent Planning
Nebraska
$226K -$17.8K -49 -8%
SWG
2052
Summit Wealth Group
Vermont
$226K
CCA
2053
Cora Capital Advisors
New Jersey
$225K +$219K +602 New
KOMWMG
2054
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$225K +$2.91K +8 +1%
RB
2055
Renasant Bank
Mississippi
$225K -$182K -500 -45%
FFC
2056
Frederick Financial Consultants
Maryland
$225K +$8K +22 +4%
FZCM
2057
Flynn Zito Capital Management
New York
$225K
MWM
2058
Mattern Wealth Management
Kansas
$225K
PPW
2059
Pasadena Private Wealth
California
$225K
RIG
2060
Renaissance Investment Group
Massachusetts
$225K
RFA
2061
Reyes Financial Architecture
California
$225K
UPS
2062
UHLMANN PRICE SECURITIES
Illinois
$225K
VCWA
2063
Vanguard Capital Wealth Advisors
Colorado
$225K
FIB
2064
First Interstate Bank
Montana
$225K +$218K +600 New
SA
2065
SoundView Advisors
Washington
$224K
TAM
2066
Townsend Asset Management
North Carolina
$224K
WW
2067
Westshore Wealth
California
$224K
PAA
2068
Peregrine Asset Advisers
Oregon
$223K
DCBT
2069
Dakota Community Bank & Trust
North Dakota
$222K +$12.7K +35 +6%
WBC
2070
Westpac Banking Corp
Australia
$222K -$55.3K -152 -20%
SFP
2071
Sandbox Financial Partners
Maryland
$222K +$727 +2 +0.3%
CSA
2072
Cottage Street Advisors
Massachusetts
$222K +$2.91K +8 +1%
SSW
2073
Smith Shellnut Wilson
Mississippi
$222K +$215K +592 New
AI
2074
AXS Investments
New York
$221K -$116K -318 -35%
VW
2075
Vance Wealth
California
$221K +$1.09K +3 +0.5%

ETN Hedge Fund Activity: Q3 2025 in Review

2,383 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2025, worth a combined $119B — up 1.9% from $117B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new ETN positions and 110 closed out — a net gain of 99 holders — while 988 added to existing stakes and 785 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $260M. The largest seller was JP Morgan Chase, cutting an estimated $1.7B.

  • 2,383 institutional investors held Eaton (ETN) as of Q3 2025, up from 2,321 in Q2 2025.
  • Funds reported $119B of Eaton stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 209 funds opened new Eaton positions in Q3 2025 and 110 closed out, a net change of +99 holders.
  • The largest Eaton buyer in Q3 2025 was Fidelity Investments, an estimated $260M added.
  • The largest Eaton seller in Q3 2025 was JP Morgan Chase, an estimated $1.7B sold.

Based on aggregated 13F filings for Q3 2025.