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2,508 hedge funds and large institutions have $116B invested in Eaton in 2026 Q1 according to their latest regulatory filings, with 248 funds opening new positions, 1,062 increasing their positions, 876 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 154

23% more funds holding in top 10

Funds holding in top 10: 3948 (+9)

21% more repeat investments, than reductions

Existing positions increased: 1,062 | Existing positions reduced: 876

15% more call options, than puts

Call options by funds: $1.83B | Put options by funds: $1.59B

2% more funds holding

Funds holding: 2,4582,508 (+50)

14.08% less ownership

Funds ownership: 98.02%83.95% (-14%)

28% less capital invested

Capital invested by funds: $162B → $116B (-$45.5B)

Holders
2,508
Holders Change
+50
Holders Change %
+2.03%
% of All Funds
30.85%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.59%
New
248
Increased
1,062
Reduced
876
Closed
154
Calls
$1.83B
Puts
$1.59B
Net Calls
+$244M
Net Calls Change
+$432M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2476
Strategic Wealth Advisors
Arizona
$5K
CC
2477
Corsicana & Co
Texas
$4.89K
PF
2478
PlanVest Financial
Maryland
$4.65K +$4.63K +13 New
IRC
2479
Investors Research Corp
Georgia
$4.29K +$4.27K +12 New
HPWM
2480
High Point Wealth Management
New Jersey
$3.97K
HHGA
2481
Halbert Hargrove Global Advisors
California
$3.94K
QWM
2482
Quaker Wealth Management
New Jersey
$3.94K +$356 +1 +10%
BA
2483
Bard Associates
Illinois
$3.94K +$3.92K +11 New
FG
2484
Fairman Group
Pennsylvania
$3.93K
CPL
2485
Capital & Planning LLC
Georgia
$3.93K +$3.92K +11 New
DWS
2486
Dynamic Wealth Strategies
California
$3.93K +$3.92K +11 New
PS
2487
PayPay Securities
Japan
$3.93K -$1.07K -3 -23%
SVCP
2488
Silicon Valley Capital Partners
California
$3.59K +$3.56K +10 New
BCH
2489
Berkshire Capital Holdings
California
$3.58K
CSC
2490
Caldwell Sutter Capital
California
$3.58K
BWM
2491
Benson Wealth Management
Tennessee
$3.58K +$3.56K +10 New
GCS
2492
Gordian Capital (Singapore)
Singapore
$3.58K +$3.56K +10 New
BFPW
2493
BOK Financial Private Wealth
Colorado
$3.22K
PIP
2494
Philadelphia Investment Partners
New Jersey
$3.22K +$3.2K +9 New
PMIM
2495
Prudent Man Investment Management
Colorado
$3.19K
LA
2496
LM Advisors
California
$2.6K +$23.1K +65 +8%
BC
2497
Broadwater Capital
Massachusetts
$2.55K
TBFA
2498
Three Bearings Fiduciary Advisors
New Hampshire
$2.5K
SA
2499
Seneschal Advisors
Washington
$2.15K
W
2500
WealthCollab
Washington
$2.15K

ETN Hedge Fund Activity: Q1 2026 in Review

2,508 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2026, worth a combined $116B — down 28% from $162B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new ETN positions and 154 closed out — a net gain of 94 holders — while 1,062 added to existing stakes and 876 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.38B. The largest seller was J. Stern & Co, cutting an estimated $20.9B.

  • 2,508 institutional investors held Eaton (ETN) as of Q1 2026, up from 2,458 in Q4 2025.
  • Funds reported $116B of Eaton stock for Q1 2026, down 28% quarter-over-quarter.
  • 248 funds opened new Eaton positions in Q1 2026 and 154 closed out, a net change of +94 holders.
  • The largest Eaton buyer in Q1 2026 was Wellington Management Group, an estimated $1.38B added.
  • The largest Eaton seller in Q1 2026 was J. Stern & Co, an estimated $20.9B sold.

Based on aggregated 13F filings for Q1 2026.