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Eaton
ETN

Overview Fund Activity

2,162 hedge funds and large institutions have $87.2B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 919 increasing their positions, 789 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
-92
Holders Change %
-4.08%
% of All Funds
29.37%
Holding in Top 10
31
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
165
Increased
919
Reduced
789
Closed
214
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.11B
2
UBS Group
UBS Group
Switzerland
+$585M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$527M
4
Ameriprise
Ameriprise
Minnesota
+$455M
5
Bank of America
Bank of America
North Carolina
+$418M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.36B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.18B
3
Jennison Associates
Jennison Associates
New York
-$1.17B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$319M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
2101
Semmax Financial Advisors
North Carolina
$9.61K – – –
TWD
2102
True Wealth Design
Ohio
$9.47K -$39.5K -146 -81%
AWM
2103
Accredited Wealth Management
Kentucky
$8.97K – – –
MAFA
2104
MJT & Associates Financial Advisory
Minnesota
$8.97K +$8.97K +33 New
HCP
2105
Hexagon Capital Partners
Arkansas
$8.7K +$7.07K +26 +433%
HI
2106
Hoey Investments
Pennsylvania
$8.16K – – –
NMG
2107
New Millennium Group
Utah
$8.16K – – –
JFA
2108
JNBA Financial Advisors
Minnesota
$7.61K – – –
PIS
2109
POM Investment Strategies
North Carolina
$7.61K -$71.8K -264 -90%
RL
2110
Rogco LP
Oklahoma
$7.34K +$4.62K +17 +170%
FG
2111
Fairman Group
Pennsylvania
$7.3K -$134K -404 -95%
PWA
2112
Principia Wealth Advisory
Texas
$7.09K +$3.97K +14 +127%
GWM
2113
Guardian Wealth Management
Illinois
$7.07K -$20.4K -75 -74%
MAS
2114
MPWM Advisory Solutions
Georgia
$7.07K – – –
HWM
2115
HighMark Wealth Management
Minnesota
$7.07K – – –
ACA
2116
American Capital Advisory
Idaho
$6.8K +$6.8K +25 New
PP
2117
Pacifica Partners
Canada
$6.78K -$20.9K -80 -75%
ETS
2118
ESL Trust Services
New York
$6.52K – – –
SHIM
2119
Stone House Investment Management
Pennsylvania
$6.25K +$6.25K +23 New
NEWAS
2120
N.E.W. Advisory Services
Wisconsin
$6.25K +$6.25K +23 New
IHWM
2121
Iron Horse Wealth Management
Iowa
$6.25K +$6.25K +23 New
EWA
2122
EQ Wealth Advisors
Texas
$5.71K +$5.71K +21 New
GWS
2123
Greykasell Wealth Strategies
California
$5.44K +$5.44K +20 New
HIA
2124
HFM Investment Advisors
New Jersey
$5.44K +$5.44K +20 New
OAJ
2125
Ogorek Anthony Joseph
New York
$5K +$5K +19 New
83 84
85
86 87