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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
YCM
401
Yousif Capital Management
Michigan
$13.8M -$712K -2,002 -5%
ASN
402
Advisory Services Network
Georgia
$13.8M +$1.29M +3,622 +10%
RCM
403
RNC Capital Management
California
$13.7M +$781K +2,195 +6%
WA
404
Waverly Advisors
Alabama
$13.6M +$700K +1,967 +5%
AS
405
Aware Super
Australia
$13.6M +$13.5M +38,004 New
TBA
406
Tower Bridge Advisors
Pennsylvania
$13.5M +$226K +634 +2%
RBCM
407
Raub Brock Capital Management
California
$13.5M +$4.4M +12,361 +49%
MP
408
McDonald Partners
Ohio
$13.5M +$201K +565 +2%
BCM
409
Brookstone Capital Management
Illinois
$13.5M +$5.01M +14,066 +60%
RWA
410
River Wealth Advisors
Pennsylvania
$13.3M +$270K +759 +2%
Two Sigma Investments
411
Two Sigma Investments
New York
$13.3M -$197M -554,766 -94%
TPCM
412
Two Point Capital Management
New York
$13.2M -$228K -640 -2%
MB
413
MidFirst Bank
Oklahoma
$13.1M -$159K -447 -1%
MFG
414
Merit Financial Group
Georgia
$13.1M +$1.52M +4,275 +13%
EFIC
415
Eliot Finkel Investment Counsel
California
$13.1M -$26.7K -75 -0.2%
VA
416
Vident Advisory
Georgia
$13M +$1.55M +4,364 +14%
AAF
417
Andra AP-fonden
Sweden
$13M +$4.5M +12,656 +54%
DWP
418
Daymark Wealth Partners
Ohio
$13M +$2.59M +7,269 +25%
AAB
419
ABN AMRO Bank
Netherlands
$12.9M +$415K +1,167 +3%
EWA
420
EP Wealth Advisors
California
$12.9M -$502K -1,410 -4%
OL
421
one8zero8 LLC
North Carolina
$12.8M -$320K -900 -2%
HPC
422
HM Payson & Co
Maine
$12.7M +$4.13M +11,619 +49%
WIC
423
WealthBridge Investment Counsel
Alberta, Canada
$12.6M -$83.6K -235 -0.7%
NEI
424
Northwest & Ethical Investments
Ontario, Canada
$12.6M +$3.04M +8,534 +32%
PR
425
Payden & Rygel
California
$12.6M -$356K -1,000 -3%

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.