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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
CPG
2151
Cornerstone Planning Group
New Jersey
$50.2K -$702 -2 -1%
BOJHT
2152
Bank of Jackson Hole Trust
Wyoming
$50.1K +$53K +151 New
LWANC
2153
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.8K -$17.2K -49 -25%
GTAM
2154
Global Trust Asset Management
Florida
$49.8K
BCM
2155
Berbice Capital Management
New York
$49.8K +$52.6K +150 New
SGC
2156
Slocum, Gordon & Co
Rhode Island
$49.8K +$52.6K +150 New
RMP
2157
Richards, Merrill & Peterson
Washington
$48.8K +$51.6K +147 New
FLP
2158
Financial Life Planners
Arizona
$47K +$49.8K +142 New
HWA
2159
Heritage Wealth Advisors
Virginia
$46.5K -$105K -299 -68%
NFSG
2160
Newbridge Financial Services Group
Florida
$45.5K
PCWA
2161
Pacific Capital Wealth Advisors
California
$45.5K -$3.16K -9 -6%
TAM
2162
Tucker Asset Management
Colorado
$44.1K +$1.05K +3 +2%
CSWM
2163
Cassady Schiller Wealth Management
Ohio
$43.8K +$3.16K +9 +7%
AF
2164
Atala Financial
California
$43.8K +$46.3K +132 New
S
2165
Sachetta
Massachusetts
$42.5K -$39K -111 -46%
FP
2166
Financial Perspectives
Minnesota
$41.2K
EA
2167
Evolution Advisers
Virginia
$41K
CIR
2168
Clear Investment Research
Georgia
$40.7K
SFO
2169
Standard Family Office
South Dakota
$39.8K -$56.2K -160 -57%
CSB
2170
City State Bank
Iowa
$39.5K -$3.86K -11 -8%
SO
2171
Sierra Ocean
California
$38.8K +$41.1K +117 New
BGA
2172
Battery Global Advisors
Massachusetts
$38.7K +$351 +1 +0.9%
RWPA
2173
Richard W. Paul & Associates
Michigan
$38.5K
RWML
2174
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$38.5K +$2.81K +8 +7%
FMP
2175
Financial Management Professionals
Texas
$38.2K -$1.05K -3 -3%

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.