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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
HGERS
2201
Householder Group Estate & Retirement Specialist
Arizona
$29K -$249K -709 -89%
PA
2202
Pineridge Advisors
Missouri
$28.2K +$5.26K +15 +21%
AWM
2203
Abound Wealth Management
Tennessee
$27.8K +$351 +1 +1%
OLVIG
2204
Oliver Lagore Vanvalin Investment Group
Michigan
$27.2K +$4.56K +13 +19%
FWA
2205
Flagship Wealth Advisors
Massachusetts
$26.6K +$28.1K +80 New
CAWM
2206
Capital A Wealth Management
Pennsylvania
$25.9K +$27.4K +78 New
AA
2207
Addison Advisors
Vermont
$25.2K +$8.42K +24 +46%
GWSA
2208
Global Wealth Strategies & Associates
Colorado
$24.9K +$4.21K +12 +19%
PP
2209
PrairieView Partners
Minnesota
$24K
SL
2210
Salomon & Ludwin
Virginia
$23.6K
CAIM
2211
Catherine Avery Investment Management
Florida
$23.2K +$24.6K +70 New
HNW
2212
High Note Wealth
Minnesota
$22.6K +$23.9K +68 New
Q1WB
2213
Quest 10 Wealth Builders
Virginia
$21.2K +$22.5K +64 New
TFA
2214
Toth Financial Advisory
Virginia
$20.2K
WA
2215
WPG Advisers
Maryland
$20.2K +$21.4K +61 New
GIM
2216
Gold Investment Management
Alberta, Canada
$19.6K
FIA
2217
FPC Investment Advisory
California
$19.3K +$17.9K +51 +638%
AIC
2218
Archer Investment Corporation
Indiana
$18K -$702 -2 -4%
PC
2219
Promus Capital
Illinois
$17.9K +$19K +54 New
CTWM
2220
Cherry Tree Wealth Management
Minnesota
$17.3K
AP
2221
Aspect Partners
Virginia
$16.9K
CFD
2222
Creative Financial Designs
Indiana
$16.6K
HWM
2223
Horizons Wealth Management
North Carolina
$16.6K
LAM
2224
Lummis Asset Management
Texas
$15.9K
PPWM
2225
PFG Private Wealth Management
Florida
$15.9K

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.