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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
MWPCG
2301
Measured Wealth Private Client Group
New Hampshire
$20.6K +$20K +55 New
AP
2302
Aspect Partners
Virginia
$20.2K
PC
2303
Promus Capital
Illinois
$20.2K +$19.6K +54 New
GA
2304
Guerra Advisors
Florida
$19.1K +$18.5K +51 New
HWM
2305
Horizons Wealth Management
North Carolina
$18.7K
PP
2306
PFS Partners
New Jersey
$18.4K
LAMC
2307
Longview Asset Management (California)
California
$18.3K
LAM
2308
Lummis Asset Management
Texas
$18K
GWSA
2309
Global Wealth Strategies & Associates
Colorado
$18K +$3.64K +10 +26%
IWM
2310
IMG Wealth Management
Florida
$17.2K
MWA
2311
Medallion Wealth Advisors
Connecticut
$16.8K
FWM
2312
FSA Wealth Management
Massachusetts
$16.8K +$16.4K +45 New
1NWS
2313
1 North Wealth Services
Maryland
$16.1K
CWM
2314
Consultiva Wealth Management
Puerto Rico
$15.7K
CTWM
2315
Cherry Tree Wealth Management
Minnesota
$15K
FGAM
2316
Financial Gravity Asset Management
Texas
$15K +$14.5K +40 New
MAM
2317
Marquette Asset Management
Minnesota
$15K +$14.5K +40 New
WWA
2318
Wealth Watch Advisors
Colorado
$15K +$14.5K +40 New
HFS
2319
Hughes Financial Services
Virginia
$14.8K
RTL
2320
Red Tortoise LLC
Georgia
$14.2K
CMP
2321
Coston McIsaac & Partners
Maine
$14K
LFA
2322
LGT Financial Advisors
Texas
$13.1K
ACA
2323
American Capital Advisory
Idaho
$13.1K +$364 +1 +3%
OAJ
2324
Ogorek Anthony Joseph
New York
$13K +$727 +2 +6%
BFPW
2325
BOK Financial Private Wealth
Colorado
$12.7K +$12.4K +34 New

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.