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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.2B +$90.2M +289,819 +0.8%
BlackRock
2
BlackRock
New York
$8.11B -$45.4M -145,696 -0.5%
JP Morgan Chase
3
JP Morgan Chase
New York
$5.97B +$1.28B +4,101,544 +23%
State Street
4
State Street
Massachusetts
$4.55B -$65.4M -210,073 -1%
Bank of America
5
Bank of America
North Carolina
$3.52B +$479M +1,537,418 +13%
Morgan Stanley
6
Morgan Stanley
New York
$3.2B +$265M +851,052 +8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.96B -$1.35B -4,334,208 -28%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.3B +$92.5M +297,023 +4%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$2.26B -$224M -720,354 -8%
N
10
Nuveen
North Carolina
$1.47B +$232M +744,813 +16%
Raymond James Financial
11
Raymond James Financial
Florida
$1.44B -$141M -452,373 -8%
UBS Group
12
UBS Group
Switzerland
$1.27B +$670M +2,152,764 +85%
Northern Trust
13
Northern Trust
Illinois
$1.24B -$9.18M -29,497 -0.6%
Coatue Management
14
Coatue Management
New York
$1.21B +$5.11M +16,424 +0.4%
Norges Bank
15
Norges Bank
Norway
$1.21B -$15.2M -48,718 -1%
Goldman Sachs
16
Goldman Sachs
New York
$1.08B +$129M +413,509 +12%
Invesco
17
Invesco
Georgia
$1.06B +$166M +533,774 +16%
AllianceBernstein
18
AllianceBernstein
Tennessee
$995M +$124M +397,114 +12%
Ameriprise
19
Ameriprise
Minnesota
$987M +$521M +1,672,175 +85%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$983M +$180M +577,540 +19%
ClearBridge Investments
21
ClearBridge Investments
New York
$981M +$132M +423,715 +13%
Wells Fargo
22
Wells Fargo
California
$900M +$18.1M +58,009 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$822M -$33.6M -107,837 -3%
Amundi
24
Amundi
France
$735M +$65M +208,676 +8%
UBS AM
25
UBS AM
Illinois
$692M +$43.3M +139,124 +6%

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.