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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
SC
2226
Solstein Capital
California
$15.3K
CWM
2227
Consultiva Wealth Management
Puerto Rico
$13.9K +$14.7K +42 New
CMP
2228
Coston McIsaac & Partners
Maine
$13K
RTL
2229
Red Tortoise LLC
Georgia
$12.6K
LOIP
2230
Live Oak Investment Partners
Texas
$11.9K
GJIA
2231
Glass Jacobson Investment Advisors
Maryland
$11.6K -$13K -37 -51%
SWM
2232
Sugarloaf Wealth Management
Georgia
$11.6K
AWM
2233
Accredited Wealth Management
Kentucky
$11K +$11.6K +33 New
HI
2234
Hoey Investments
Pennsylvania
$9.96K
HNB
2235
Hilltop National Bank
Wyoming
$9.96K
NMG
2236
New Millennium Group
Utah
$9.96K +$6.67K +19 +173%
SFA
2237
Semmax Financial Advisors
North Carolina
$9.54K -$10.5K -30 -49%
JFA
2238
JNBA Financial Advisors
Minnesota
$9.29K
BFPW
2239
BOK Financial Private Wealth
Colorado
$9.29K +$1.05K +3 +12%
HWM
2240
HighMark Wealth Management
Minnesota
$8.63K
MAS
2241
MPWM Advisory Solutions
Georgia
$8.63K +$9.13K +26 New
TCM
2242
Tributary Capital Management
Nebraska
$8.3K
ETS
2243
ESL Trust Services
New York
$7.96K
CWP
2244
Clark Wealth Partners
Illinois
$7.3K +$7.72K +22 New
MWA
2245
Medallion Wealth Advisors
Connecticut
$6.97K +$7.37K +21 New
NC
2246
NewSquare Capital
Pennsylvania
$6.97K +$7.37K +21 New
RWM
2247
Ruedi Wealth Management
Illinois
$5.97K
CWA
2248
Carolina Wealth Advisors
South Carolina
$5.64K
KWAG
2249
Kiely Wealth Advisory Group
North Carolina
$5.44K
FGC
2250
Financial Gravity Companies
Texas
$5.31K +$5.26K +15 +1,500%

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.