ETN icon

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 %
RWM
2126
Ruedi Wealth Management
Illinois
$4.89K – – –
CWA
2127
Carolina Wealth Advisors
South Carolina
$4.62K – – –
FW
2128
Fairway Wealth
Ohio
$4.62K +$4.62K +17 New
IRAG
2129
Investment Research & Advisory Group
Georgia
$4.62K +$4.62K +17 New
FGAM
2130
Financial Gravity Asset Management
Texas
$4.35K +$4.35K +16 New
T
2131
Tidemark
California
$4.08K – – –
PCM
2132
Perritt Capital Management
Illinois
$3.81K – – –
HHGA
2133
Halbert Hargrove Global Advisors
California
$3.81K +$816 +3 +27%
BDPWM
2134
Barnes Dennig Private Wealth Management
Ohio
$3.81K +$3.81K +14 New
SIM
2135
Studio Investment Management
Illinois
$3.26K – – –
AFG
2136
Albion Financial Group
Utah
$2.99K – – –
LIM
2137
Lagoda Investment Management
New York
$2.72K -$1.26M -4,640 -100%
PPA
2138
Painted Porch Advisors
California
$2.72K – – –
CSC
2139
Caldwell Sutter Capital
California
$2.72K – – –
RAM
2140
Riggs Asset Management
Pennsylvania
$2.45K – – –
WA
2141
WPG Advisers
Maryland
$2.18K -$14.4K -53 -87%
BFS
2142
Bare Financial Services
Pennsylvania
$2.18K +$2.18K +8 New
PS
2143
PayPay Securities
Japan
$2.01K -$861 -3 -30%
LIM
2144
Longfellow Investment Management
Massachusetts
$1.9K – – –
W
2145
WealthCollab
Washington
$1.63K – – –
RWM
2146
Rialto Wealth Management
New York
$1.63K +$1.63K +6 New
GA
2147
GoalVest Advisory
New York
$1.63K +$1.63K +6 New
BHWM
2148
Bay Harbor Wealth Management
Maryland
$1.63K +$1.63K +6 New
BIM
2149
Breakwater Investment Management
Washington
$1.36K – – –
BGWM
2150
Bridge Generations Wealth Management
Florida
$1.36K +$1.36K +5 New
84 85
86
87 88