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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
RW
2351
Ridgeline Wealth
Arizona
-$215K -648 Closed
SWG
2352
Summit Wealth Group
Vermont
-$213K -642 Closed
GAG
2353
GM Advisory Group
New York
-$211K -635 Closed
ACG
2354
Allen Capital Group
Nebraska
-$210K -633 Closed
SCA
2355
Sandy Cove Advisors
Massachusetts
-$210K -632 Closed
GPWM
2356
Grant Private Wealth Management
California
-$209K -630 Closed
DPI
2357
Diversified Portfolios Inc
Michigan
-$208K -627 Closed
KCM
2358
Kanawha Capital Management
Virginia
-$207K -625 Closed
WIA
2359
Wealthedge Investment Advisors
New York
-$206K -622 Closed
BPFA
2360
Barnes Pettey Financial Advisors
Mississippi
-$206K -620 Closed
MG
2361
McHugh Group
Ohio
-$206K -620 Closed
CWA
2362
CM Wealth Advisors
Ohio
-$205K -618 Closed
ECAM
2363
East Coast Asset Management
Massachusetts
-$205K -617 Closed
LOPW
2364
Live Oak Private Wealth
North Carolina
-$204K -616 Closed
TIA
2365
Tandem Investment Advisors
South Carolina
-$204K -616 Closed
XWM
2366
Xcel Wealth Management
Florida
-$204K -616 Closed
PWM
2367
PBMares Wealth Management
Virginia
-$204K -614 Closed
TT
2368
TI-Trust
Illinois
-$203K -613 Closed
KWM
2369
Kaydan Wealth Management
Michigan
-$203K -612 Closed
AGC
2370
Aspen Grove Capital
Colorado
-$203K -611 Closed
MCM
2371
Maple Capital Management
Vermont
-$203K -611 Closed
S
2372
Sunpointe
Missouri
-$203K -611 Closed
AGP
2373
Autumn Glory Partners
Texas
-$202K -610 Closed
ACM
2374
Avalon Capital Management
California
-$202K -608 Closed
AF
2375
Arrow Financial
New York
-$201K -605 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.