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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
LT
2351
Legacy Trust
Michigan
-$274K -827 Closed
FA
2352
FSA Advisors
Michigan
-$260K -787 Closed
BFS
2353
Bard Financial Services
Connecticut
-$255K -770 Closed
WCFA
2354
Walkner Condon Financial Advisors
Wisconsin
-$241K -728 Closed
MRC
2355
Millburn Ridgefield Corp
New York
-$235K -710 Closed
SBIA
2356
Sheaff Brock Investment Advisors
Indiana
-$229K -692 Closed
HFS
2357
Heritage Financial Services
Massachusetts
-$227K -685 Closed
CCAL
2358
City Center Advisors LLC
Michigan
-$226K -681 Closed
DC
2359
Darrow Company
Massachusetts
-$224K -677 Closed
HA
2360
Harfst & Associates
Wyoming
-$216K -651 Closed
KMWM
2361
Keudell/Morrison Wealth Management
Oregon
-$212K -641 Closed
RWM
2362
Refined Wealth Management
Utah
-$212K -641 Closed
RCI
2363
RS Crum Inc
California
-$211K -638 Closed
PBO
2364
Peoples Bank (Ohio)
Ohio
-$209K -631 Closed
MSFS
2365
Main Street Financial Solutions
Pennsylvania
-$207K -624 Closed
TFA
2366
Tobias Financial Advisors
Florida
-$207K -624 Closed
SFG
2367
Sunburst Financial Group
Alabama
-$206K -622 Closed
CWS
2368
Cypress Wealth Services
California
-$201K -606 Closed
EL
2369
EWA LLC
Pennsylvania
-$205K -567 Closed
BWP
2370
Baldwin Wealth Partners
Massachusetts
-$150K -454 Closed
GJWM
2371
Gilliland Jeter Wealth Management
Arkansas
-$137K -414 Closed
HGA
2372
Hobbs Group Advisors
South Carolina
-$119K -358 Closed
JPWM
2373
Jamison Private Wealth Management
Georgia
-$74.9K -226 Closed
AWA
2374
Authentikos Wealth Advisory
California
-$57K -172 Closed
GA
2375
GoalVest Advisory
New York
-$49.1K -148 Closed

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.