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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
LF
2301
Lee Financial
Texas
-$249K -751 Closed
PSP
2302
Principal Street Partners
Tennessee
-$249K -751 Closed
WFS
2303
Weitzel Financial Services
Iowa
-$252K -748 Closed
MAM
2304
McLean Asset Management
Virginia
-$244K -734 Closed
JC
2305
Jacobs & Co
California
-$242K -731 Closed
CSA
2306
Cottage Street Advisors
Massachusetts
-$242K -730 Closed
MMHP
2307
Murphy Middleton Hinkle & Parker
Georgia
-$242K -730 Closed
FFA
2308
Fi3 Financial Advisors
Indiana
-$242K -729 Closed
TCOK
2309
Trust Company of Kansas
Kansas
-$240K -722 Closed
AWM
2310
Aprio Wealth Management
Georgia
-$239K -721 Closed
SPWM
2311
Schrum Private Wealth Management
Florida
-$238K -718 Closed
IIM
2312
Ironwood Investment Management
Massachusetts
-$238K -716 Closed
LMKC
2313
L.M. Kohn & Company
Ohio
-$237K -714 Closed
WCWM
2314
Willow Creek Wealth Management
California
-$236K -711 Closed
SP
2315
Saranac Partners
-$234K -705 Closed
FFM
2316
Flagstone Financial Management
Nebraska
-$234K -704 Closed
KCPG
2317
Kavar Capital Partners Group
Kansas
-$233K -703 Closed
FFA
2318
First Foundation Advisors
California
-$232K -699 Closed
BWM
2319
Bosman Wealth Management
California
-$230K -694 Closed
CPP
2320
Capasso Planning Partners
South Carolina
-$230K -693 Closed
IPW
2321
Inlet Private Wealth
Florida
-$230K -692 Closed
OF
2322
Optimize Financial
California
-$229K -689 Closed
SIA
2323
Sovereign Investment Advisors
Arizona
-$228K -686 Closed
GB
2324
Goepper Burkhardt
South Carolina
-$226K -680 Closed
CCG
2325
Chatham Capital Group
Georgia
-$225K -677 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.