We are live on ! Find out more

2,383 hedge funds and large institutions have $119B invested in Eaton in 2025 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 988 increasing their positions, 785 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 110

37% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.07B

26% more repeat investments, than reductions

Existing positions increased: 988 | Existing positions reduced: 785

3% more funds holding

Funds holding: 2,3212,383 (+62)

2% more capital invested

Capital invested by funds: $117B → $119B (+$2.22B)

1.92% less ownership

Funds ownership: 83.78%81.86% (-1.9%)

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

Holders
2,383
Holders Change
+62
Holders Change %
+2.67%
% of All Funds
31.27%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
0.64%
New
209
Increased
988
Reduced
785
Closed
110
Calls
$1.47B
Puts
$1.07B
Net Calls
+$396M
Net Calls Change
-$1.29B
Name Holding Trade Value Shares
Change
Change in
Stake
AT
2201
Arlington Trust
Alabama
$91.3K +$9.82K +27 +12%
LWMI
2202
Legacy Wealth Management (Idaho)
Idaho
$89.1K -$4K -11 -4%
HIW
2203
Holos Integrated Wealth
Pennsylvania
$88.6K
AWM
2204
Activest Wealth Management
Florida
$87.2K +$36K +99 +74%
KTC
2205
Kentucky Trust Company
Kentucky
$86.1K
HCM
2206
Hollencrest Capital Management
California
$86.1K +$1.82K +5 +2%
CA
2207
Centerpoint Advisors
Massachusetts
$85K +$13.1K +36 +19%
SC
2208
Solstein Capital
California
$85K
BBPWM
2209
Blue Bell Private Wealth Management
Pennsylvania
$84.6K
SR
2210
Syntax Research
Florida
$84.2K
BIA
2211
Bell Investment Advisors
California
$83.5K
CYG
2212
Clean Yield Group
Vermont
$83.5K
CCC
2213
Chelsea Counsel Company
California
$82.3K
WAS
2214
Winch Advisory Services
Wisconsin
$79.9K
ECM
2215
Eisler Capital Management
United Kingdom
$77.9K +$81.1K +223 New
FC
2216
Financial Consulate
Maryland
$76.7K +$74.6K +205 New
SC
2217
Stephens Consulting
Michigan
$74.8K -$2.55K -7 -3%
LC
2218
Lavaca Capital
Texas
$74.8K
VWWMG
2219
Vermillion & White Wealth Management Group
Pennsylvania
$74.8K
SWA
2220
SOA Wealth Advisors
New York
$74.8K +$23.3K +64 +47%
HFS
2221
Hopwood Financial Services
Virginia
$74.1K -$7.27K -20 -9%
CCM
2222
Cloud Capital Management
Washington
$72K +$70.9K +195 New
CWM
2223
Cedar Wealth Management
California
$70K
GFWA
2224
Grey Fox Wealth Advisors
Delaware
$70K +$68K +187 New
Optiver Holding
2225
Optiver Holding
Netherlands
$69.6K +$49.5K +136 +272%

ETN Hedge Fund Activity: Q3 2025 in Review

2,383 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2025, worth a combined $119B — up 1.9% from $117B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new ETN positions and 110 closed out — a net gain of 99 holders — while 988 added to existing stakes and 785 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $260M. The largest seller was JP Morgan Chase, cutting an estimated $1.7B.

  • 2,383 institutional investors held Eaton (ETN) as of Q3 2025, up from 2,321 in Q2 2025.
  • Funds reported $119B of Eaton stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 209 funds opened new Eaton positions in Q3 2025 and 110 closed out, a net change of +99 holders.
  • The largest Eaton buyer in Q3 2025 was Fidelity Investments, an estimated $260M added.
  • The largest Eaton seller in Q3 2025 was JP Morgan Chase, an estimated $1.7B sold.

Based on aggregated 13F filings for Q3 2025.