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2,522 hedge funds and large institutions have $116B invested in Eaton in 2026 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,068 increasing their positions, 880 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 250 | Existing positions closed: 153

23% more funds holding in top 10

Funds holding in top 10: 3948 (+9)

21% more repeat investments, than reductions

Existing positions increased: 1,068 | Existing positions reduced: 880

15% more call options, than puts

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

2% more funds holding

Funds holding: 2,4632,522 (+59)

14.06% less ownership

Funds ownership: 98.03%83.97% (-14%)

28% less capital invested

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

Holders
2,522
Holders Change
+59
Holders Change %
+2.4%
% of All Funds
30.86%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.59%
New
250
Increased
1,068
Reduced
880
Closed
153
Calls
$1.83B
Puts
$1.59B
Net Calls
+$244M
Net Calls Change
+$432M
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
2476
Ogorek Anthony Joseph
New York
$7K +$356 +1 +5%
SIM
2477
Synergy Investment Management
Florida
$6.8K +$6.76K +19 New
T
2478
Tidemark
California
$6.44K +$1.07K +3 +20%
RWS
2479
Retirement Wealth Solutions
Wisconsin
$6.08K +$4.63K +13 +325%
CWA
2480
Carolina Wealth Advisors
South Carolina
$6.08K
FW
2481
Fairway Wealth
Ohio
$6.08K
NWM
2482
Navigoe Wealth Management
California
$6K
SFG
2483
Strive Financial Group
Indiana
$6K +$6.41K +18 New
PS
2484
Pinney & Scofield
Massachusetts
$5.72K
RCM
2485
Richardson Capital Management
Wisconsin
$5.72K +$5.69K +16 New
RFS
2486
Richardson Financial Services
Massachusetts
$5.38K -$47K -132 -90%
PP
2487
Paladin Partners
Wisconsin
$5.37K
SFS
2488
Sunrise Financial Services
Washington
$5.01K
LHEI
2489
Leo H. Evart Inc
California
$5.01K +$4.98K +14 New
SWA
2490
Strategic Wealth Advisors
Arizona
$5K
CC
2491
Corsicana & Co
Texas
$4.89K
PF
2492
PlanVest Financial
Maryland
$4.65K +$4.63K +13 New
IRC
2493
Investors Research Corp
Georgia
$4.29K +$4.27K +12 New
HPWM
2494
High Point Wealth Management
New Jersey
$3.97K
HHGA
2495
Halbert Hargrove Global Advisors
California
$3.94K
QWM
2496
Quaker Wealth Management
New Jersey
$3.94K +$356 +1 +10%
BA
2497
Bard Associates
Illinois
$3.94K +$3.92K +11 New
FG
2498
Fairman Group
Pennsylvania
$3.93K
CPL
2499
Capital & Planning LLC
Georgia
$3.93K +$3.92K +11 New
DWS
2500
Dynamic Wealth Strategies
California
$3.93K +$3.92K +11 New

ETN Hedge Fund Activity: Q1 2026 in Review

2,522 of the 8,172 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: 250 funds opened new ETN positions and 153 closed out — a net gain of 97 holders — while 1,068 added to existing stakes and 880 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.

  • 2,522 institutional investors held Eaton (ETN) as of Q1 2026, up from 2,463 in Q4 2025.
  • Funds reported $116B of Eaton stock for Q1 2026, down 28% quarter-over-quarter.
  • 250 funds opened new Eaton positions in Q1 2026 and 153 closed out, a net change of +97 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.