We are live on ! Find out more

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
GA
2326
Goldstein Advisors
Wisconsin
-$224K -676 Closed
JHCP
2327
Jackson Hole Capital Partners
Oklahoma
-$224K -676 Closed
LS
2328
Leelyn Smith
Illinois
-$224K -675 Closed
VCWA
2329
Vanguard Capital Wealth Advisors
Colorado
-$224K -675 Closed
AG
2330
Advocate Group
Minnesota
-$224K -674 Closed
FCIM
2331
Fairview Capital Investment Management
California
-$223K -673 Closed
PCA
2332
Peddock Capital Advisors
Massachusetts
-$223K -672 Closed
MFWP
2333
Mosaic Family Wealth Partners
Missouri
-$223K -671 Closed
OPA
2334
Old Port Advisors
Maine
-$222K -670 Closed
QFA
2335
Quantum Financial Advisors
California
-$222K -669 Closed
FCFC
2336
First Citizens Financial Corp
Iowa
-$221K -667 Closed
DWA
2337
Dorsey Wright & Associates
California
-$220K -664 Closed
WAM
2338
Weatherly Asset Management
California
-$220K -664 Closed
KG
2339
Kilter Group
New York
-$220K -662 Closed
SP
2340
Sequent Planning
Nebraska
-$219K -661 Closed
GWM
2341
Grand Wealth Management
Michigan
-$219K -660 Closed
LF
2342
Lantz Financial
Illinois
-$219K -659 Closed
WW
2343
Westshore Wealth
California
-$218K -657 Closed
LGG
2344
Luts & Greenleigh Group
Maryland
-$217K -654 Closed
FCG
2345
Fielder Capital Group
Tennessee
-$216K -652 Closed
LWM
2346
Laidlaw Wealth Management
New York
-$216K -651 Closed
FA
2347
Fountainhead AM
New Jersey
-$216K -650 Closed
IFA
2348
Index Fund Advisors
California
-$216K -650 Closed
TFG
2349
Taylor Financial Group
Virginia
-$216K -650 Closed
OFG
2350
Opulen Financial Group
Virginia
-$215K -649 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.