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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
ABTD
2251
Arvest Bank Trust Division
Oklahoma
-$706K -2,126 Closed
Boston Partners
2252
Boston Partners
Massachusetts
-$695K -2,094 Closed
AIA
2253
Angeles Investment Advisors
California
-$646K -1,946 Closed
MIM
2254
Morningstar Investment Management
Illinois
-$639K -1,925 Closed
PCM
2255
Prelude Capital Management
New York
-$637K -1,918 Closed
OFG
2256
OmniStar Financial Group
North Carolina
-$619K -1,858 Closed
JSA
2257
Jacobson & Schmitt Advisors
Wisconsin
-$601K -1,812 Closed
GCA
2258
Genesee Capital Advisors
New York
-$566K -1,706 Closed
CFM
2259
Catalyst Funds Management
Australia
-$531K -1,600 Closed
WP
2260
WMS Partners
Maryland
-$522K -1,573 Closed
CG
2261
Clarus Group
Texas
-$513K -1,545 Closed
LWL
2262
Leo Wealth LLC
Texas
-$505K -1,523 Closed
AI
2263
AdvisorShares Investments
Maryland
-$465K -1,400 Closed
CP
2264
CenterBook Partners
Connecticut
-$424K -1,278 Closed
SF
2265
Symphony Financial
Texas
-$457K -1,278 Closed
SC
2266
Sapient Capital
Indiana
-$397K -1,196 Closed
ODIJL
2267
One Day In July LLC
Vermont
-$396K -1,194 Closed
Optiver Holding
2268
Optiver Holding
Netherlands
-$389K -1,173 Closed
RT
2269
Rockland Trust
Massachusetts
-$368K -1,109 Closed
RFS
2270
Retirement Financial Solutions
Tennessee
-$366K -1,102 Closed
IWA
2271
IBEX Wealth Advisors
New Jersey
-$355K -1,071 Closed
NRD
2272
Nebula Research & Development
New York
-$355K -1,071 Closed
CNWM
2273
Clay Northam Wealth Management
California
-$348K -1,050 Closed
I
2274
InceptionR
California
-$334K -1,007 Closed
OTL
2275
Oak Thistle LLC
New York
-$332K -1,000 Closed

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.