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2,188 hedge funds and large institutions have $88.7B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 932 increasing their positions, 801 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $1.75B | Put options by funds: $997M

16% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 801

1.25% more ownership

Funds ownership: 82.14%83.39% (+1.2%)

4% less funds holding

Funds holding: 2,2792,188 (-91)

18% less capital invested

Capital invested by funds: $108B → $88.7B (-$19B)

25% less first-time investments, than exits

New positions opened: 163 | Existing positions closed: 217

50% less funds holding in top 10

Funds holding in top 10: 6432 (-32)

Holders
2,188
Holders Change
-91
Holders Change %
-3.99%
% of All Funds
29.34%
Holding in Top 10
32
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-50%
% of All Funds
0.43%
New
163
Increased
932
Reduced
801
Closed
217
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2126
Accredited Wealth Management
Kentucky
$8.97K
MAFA
2127
MJT & Associates Financial Advisory
Minnesota
$8.97K +$10.3K +33 New
HCP
2128
Hexagon Capital Partners
Arkansas
$8.7K +$8.1K +26 +433%
HI
2129
Hoey Investments
Pennsylvania
$8.15K
NMG
2130
New Millennium Group
Utah
$8.15K
JFA
2131
JNBA Financial Advisors
Minnesota
$7.61K
PIS
2132
POM Investment Strategies
North Carolina
$7.61K -$82.2K -264 -90%
RL
2133
Rogco LP
Oklahoma
$7.34K +$5.29K +17 +170%
FG
2134
Fairman Group
Pennsylvania
$7.3K -$126K -404 -95%
PWA
2135
Principia Wealth Advisory
Texas
$7.09K +$4.36K +14 +127%
GWMI
2136
Guardian Wealth Management (Illinois)
Illinois
$7.07K -$23.4K -75 -74%
HWM
2137
HighMark Wealth Management
Minnesota
$7.07K
MAS
2138
MPWM Advisory Solutions
Georgia
$7.07K
CAIM
2139
Catherine Avery Investment Management
Florida
$6.8K -$14K -45 -64%
ACA
2140
American Capital Advisory
Idaho
$6.8K +$7.78K +25 New
PP
2141
Pacifica Partners
Canada
$6.78K -$24.9K -80 -75%
ETS
2142
ESL Trust Services
New York
$6.52K
IHWM
2143
Iron Horse Wealth Management
Iowa
$6.25K +$7.16K +23 New
NEWAS
2144
N.E.W. Advisory Services
Wisconsin
$6.25K +$7.16K +23 New
SHIM
2145
Stone House Investment Management
Pennsylvania
$6.25K +$7.16K +23 New
EWA
2146
EQ Wealth Advisors
Texas
$5.71K +$6.54K +21 New
GWS
2147
Greykasell Wealth Strategies
California
$5.44K +$6.23K +20 New
HIA
2148
HFM Investment Advisors
New Jersey
$5.44K +$6.23K +20 New
OAJ
2149
Ogorek Anthony Joseph
New York
$5K +$5.92K +19 New
RWM
2150
Ruedi Wealth Management
Illinois
$4.89K

ETN Hedge Fund Activity: Q1 2025 in Review

2,188 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2025, worth a combined $88.7B — down 18% from $108B a quarter earlier.

Sellers outnumbered buyers: 217 funds closed out of ETN and 163 opened new positions — a net loss of 54 holders — while 801 trimmed existing stakes and 932 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.28B. The largest seller was Capital World Investors, exiting entirely with an estimated $1.36B sold.

  • 2,188 institutional investors held Eaton (ETN) as of Q1 2025, down from 2,279 in Q4 2024.
  • Funds reported $88.7B of Eaton stock for Q1 2025, down 18% quarter-over-quarter.
  • 163 funds opened new Eaton positions in Q1 2025 and 217 closed out, a net change of -54 holders.
  • The largest Eaton buyer in Q1 2025 was JP Morgan Chase, an estimated $1.28B added.
  • The largest Eaton seller in Q1 2025 was Capital World Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2025.