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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
CWA
2151
Carolina Wealth Advisors
South Carolina
$4.62K
FW
2152
Fairway Wealth
Ohio
$4.62K +$5.29K +17 New
IRAG
2153
Investment Research & Advisory Group
Georgia
$4.62K +$5.29K +17 New
FGAM
2154
Financial Gravity Asset Management
Texas
$4.35K +$4.98K +16 New
MWA
2155
Medallion Wealth Advisors
Connecticut
$4.15K -$1.87K -6 -29%
T
2156
Tidemark
California
$4.08K
PCM
2157
Perritt Capital Management
Illinois
$3.81K
HHGA
2158
Halbert Hargrove Global Advisors
California
$3.81K +$934 +3 +27%
BDPWM
2159
Barnes Dennig Private Wealth Management
Ohio
$3.81K +$4.36K +14 New
SIM
2160
Studio Investment Management
Illinois
$3.26K
AFG
2161
Albion Financial Group
Utah
$2.99K
LIM
2162
Lagoda Investment Management
New York
$2.72K -$1.44M -4,640 -100%
CSC
2163
Caldwell Sutter Capital
California
$2.72K
PPA
2164
Painted Porch Advisors
California
$2.72K
RAM
2165
Riggs Asset Management
Pennsylvania
$2.45K
WA
2166
WPG Advisers
Maryland
$2.17K -$16.5K -53 -87%
BC
2167
Broadwater Capital
Massachusetts
$2.17K
BFS
2168
Bare Financial Services
Pennsylvania
$2.17K +$2.49K +8 New
PS
2169
PayPay Securities
Japan
$2.01K -$934 -3 -30%
LIM
2170
Longfellow Investment Management
Massachusetts
$1.9K
W
2171
WealthCollab
Washington
$1.63K
GA
2172
GoalVest Advisory
New York
$1.63K +$1.87K +6 New
RWM
2173
Rialto Wealth Management
New York
$1.63K +$1.87K +6 New
BHWM
2174
Bay Harbor Wealth Management
Maryland
$1.63K +$1.87K +6 New
BIM
2175
Breakwater Investment Management
Washington
$1.36K

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.