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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
JWBC
2626
J.W. Burns & Co
New York
-$287K -900 Closed
VGDSS
2627
VUB Generali dochodkova spravcovska spolocnost
-$285K -896 Closed
TIA
2628
Tandem Investment Advisors
South Carolina
-$274K -859 Closed
CP
2629
Castleview Partners
Texas
-$269K -845 Closed
AFS
2630
Access Financial Services
Minnesota
-$268K -840 Closed
BAM
2631
Blueshift Asset Management
New Jersey
-$254K -796 Closed
PEA
2632
Park Edge Advisors
Ohio
-$244K -766 Closed
FI
2633
Fractal Investments
Connecticut
-$239K -749 Closed
TFA
2634
Tobias Financial Advisors
Florida
-$238K -746 Closed
OCG
2635
Opus Capital Group
Ohio
-$236K -740 Closed
SP
2636
Saranac Partners
-$225K -705 Closed
AIM
2637
Athena Investment Management
California
-$221K -694 Closed
FHWM
2638
Fox Hill Wealth Management
Massachusetts
-$217K -680 Closed
SFGM
2639
Stonebridge Financial Group (Missouri)
Missouri
-$213K -670 Closed
SMA
2640
Seven Mile Advisory
New Jersey
-$210K -660 Closed
CIP
2641
Capital Insight Partners
Arizona
-$207K -651 Closed
MPI
2642
Mairs & Power Inc
Minnesota
-$206K -648 Closed
RCP
2643
Rothschild Capital Partners
New York
-$205K -645 Closed
AWM
2644
Athena Wealth Management
Nevada
-$201K -631 Closed
QL
2645
Quarry LP
New York
-$173K -542 Closed
CRI
2646
Commonwealth Retirement Investments
Virginia
-$155K -488 Closed
VR
2647
Vision Retirement
New Jersey
-$152K -476 Closed
WBC
2648
Westpac Banking Corp
Australia
-$149K -469 Closed
MGP
2649
M&G plc
United Kingdom
-$126K -394 Closed
SHF
2650
Safe Harbor Fiduciary
Florida
-$123K -387 Closed

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.