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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
BL
2076
BFSG LLC
California
$115K
SCA
2077
Stuart Chaussee & Associates
California
$114K
CWP
2078
Concord Wealth Partners
Virginia
$112K -$2.11K -6 -2%
HIW
2079
Holos Integrated Wealth
Pennsylvania
$108K +$114K +325 New
CM
2080
Capula Management
Cayman Islands
$108K +$114K +324 New
LDB
2081
Lee, Danner & Bass
Tennessee
$107K +$113K +322 New
MCM
2082
MV Capital Management
Maryland
$106K
CB
2083
Centennial Bank
Arkansas
$106K
DMBA
2084
Deseret Mutual Benefit Administrators
Utah
$103K -$12.3K -35 -10%
VWM
2085
Valley Wealth Managers
New Jersey
$101K
RBC
2086
Roble Belko & Company
Pennsylvania
$100K
HCM
2087
Hollencrest Capital Management
California
$98.2K -$87.7K -250 -46%
WWM
2088
Wolff Wiese Magana
California
$97.9K -$21.1K -60 -17%
BCMLT
2089
Beacon Capital Management LLC (Tennessee)
Tennessee
$97.7K -$8.77K -25 -8%
ECM
2090
Eisler Capital Management
United Kingdom
$96.9K +$102K +292 New
PIS
2091
POM Investment Strategies
North Carolina
$96.9K -$54K -154 -35%
MWM
2092
Mascoma Wealth Management
New Hampshire
$95.9K +$37.9K +108 +60%
AT
2093
Arlington Trust
Alabama
$91.9K +$6.67K +19 +7%
BHWM
2094
Beaird Harris Wealth Management
Texas
$91.3K -$2.81K -8 -3%
BTC
2095
Bank & Trust Company
Illinois
$90.9K
ME
2096
McIlrath & Eck
Washington
$90.6K
CCMI
2097
Creative Capital Management Investments
California
$90.3K
CAM
2098
Costello Asset Management
Pennsylvania
$89.6K
PWA
2099
Physician Wealth Advisors
Utah
$88.3K +$93.4K +266 New
GPI
2100
General Partner Inc
Pennsylvania
$87.6K

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.