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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
WAS
2126
Winch Advisory Services
Wisconsin
$70.2K
SC
2127
Stephens Consulting
Michigan
$70K -$15.1K -43 -17%
BIA
2128
Bell Investment Advisors
California
$70K +$1.75K +5 +2%
MAM
2129
Meeder Asset Management
Ohio
$67K +$48.1K +137 +211%
KG
2130
Kieckhefer Group
Wisconsin
$66.4K +$70.2K +200 New
CIA
2131
Cape Investment Advisory
Georgia
$66K +$2.11K +6 +3%
WIM
2132
Westside Investment Management
California
$65.7K
DF
2133
Dunhill Financial
United Kingdom
$65.2K +$7.02K +20 +11%
SFGP
2134
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$65K +$68.8K +196 New
CCA
2135
Criterion Capital Advisors
Tennessee
$64.9K
CT
2136
Clearstead Trust
Maine
$62.7K -$42.1K -120 -39%
CWM
2137
Cedar Wealth Management
California
$62.1K -$15.4K -44 -19%
FFC
2138
First Financial Corp
Indiana
$60.7K
TWD
2139
True Wealth Design
Ohio
$60K +$9.13K +26 +17%
VNA
2140
Valley National Advisers
Pennsylvania
$60K +$27K +77 +74%
TCG
2141
Transcendent Capital Group
Oklahoma
$57.7K +$61.1K +174 New
C
2142
Covestor
United Kingdom
$57K +$4.21K +12 +8%
SC
2143
Stance Capital
Massachusetts
$56.4K +$59.7K +170 New
PSFG
2144
Park Square Financial Group
Georgia
$55.4K +$58.6K +167 New
SN
2145
Sittner & Nelson
Oregon
$54.8K +$702 +2 +1%
VWA
2146
Valued Wealth Advisors
Utah
$54.4K -$1.75K -5 -3%
CWM
2147
Crowley Wealth Management
Delaware
$54.1K +$57.2K +163 New
FFA
2148
Frazier Financial Advisors
Ohio
$53.2K
SIC
2149
SJS Investment Consulting
Ohio
$52.4K -$3.16K -9 -5%
HFS
2150
Hopwood Financial Services
Virginia
$50.4K +$53.3K +152 New

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.