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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
PCM
2101
Princeton Capital Management
New Jersey
$212K
HFS
2102
Heritage Financial Services
Massachusetts
$212K -$24.7K -68 -11%
HBWM
2103
Hollow Brook Wealth Management
New York
$211K
PB
2104
Pinnacle Bancorp
Nebraska
$211K -$25.5K -70 -11%
ACS
2105
Archford Capital Strategies
Illinois
$211K +$205K +563 New
WTFG
2106
Wood Tarver Financial Group
Idaho
$210K
MWP
2107
Meredith Wealth Planning
Illinois
$210K
MAP
2108
Moody Aldrich Partners
Massachusetts
$210K -$156K -429 -43%
FA
2109
Fermata Advisors
California
$210K -$59.3K -163 -23%
RW
2110
Ridgeline Wealth
Arizona
$209K +$204K +560 New
RFP
2111
Root Financial Partners
California
$209K +$203K +558 New
WCFA
2112
Walkner Condon Financial Advisors
Wisconsin
$208K +$203K +557 New
HCWM
2113
Hidden Cove Wealth Management
Washington
$208K +$202K +556 New
LAM
2114
Longboard Asset Management
Arizona
$208K +$202K +556 New
TSMHT
2115
Thurston Springer Miller Herd & Titak
Indiana
$208K -$2.47M -6,783 -92%
AW
2116
Avion Wealth
Texas
$208K
BS
2117
Brighton Securities
New York
$207K -$193K -531 -49%
RMCM
2118
Reynders McVeigh Capital Management
Massachusetts
$206K +$200K +550 New
PAM
2119
Parvin Asset Management
South Dakota
$206K +$7.27K +20 +4%
CWM
2120
Cranbrook Wealth Management
Michigan
$206K +$70.6K +194 +54%
CNWM
2121
Clay Northam Wealth Management
California
$206K +$200K +550 New
MIOT
2122
Massachusetts Institute of Technology
Massachusetts
$206K +$200K +550 New
CST
2123
Charles Schwab Trust
Nevada
$205K +$199K +547 New
MWM
2124
Marion Wealth Management
Pennsylvania
$205K +$199K +547 New
OWM
2125
Orca Wealth Management
Florida
$204K +$199K +546 New

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.