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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
EMPI
426
Elo Mutual Pension Insurance
Finland
$12.4M -$3.44M -9,680 -22%
PFS
427
Prospera Financial Services
Texas
$12.3M -$1.88M -5,296 -13%
SIA
428
Sit Investment Associates
Minnesota
$12.2M -$1.45M -4,065 -11%
KHLMVGHM
429
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12.1M -$4.44M -12,466 -27%
BAAM
430
Baker Avenue Asset Management
California
$12M -$5M -14,038 -30%
SIC
431
Salem Investment Counselors
North Carolina
$11.9M +$295K +830 +3%
UAS
432
United Asset Strategies
New York
$11.8M -$2.7M -7,580 -19%
CTA
433
Clear Trail Advisors
Texas
$11.7M -$571K -1,605 -5%
FTWA
434
Fifth Third Wealth Advisors
Ohio
$11.6M +$468K +1,316 +4%
CWG
435
Cornerstone Wealth Group
North Carolina
$11.6M +$148K +417 +1%
OHIS
436
Oak Harvest Investment Services
Texas
$11.5M +$1.75M +4,929 +18%
M
437
MOTCO
Texas
$11.5M +$267K +750 +2%
PAM
438
Pegasus Asset Management
New York
$11.4M +$120K +338 +1%
FMI
439
F/M Investments
District of Columbia
$11.4M -$7.93M -22,289 -41%
SCM
440
Spring Capital Management
Texas
$11.4M -$418K -1,174 -4%
VAS
441
Vestmark Advisory Solutions
Massachusetts
$11.4M +$2.23M +6,276 +25%
AAS
442
Annex Advisory Services
Wisconsin
$11.3M +$79.7K +224 +0.7%
MAP
443
Managed Asset Portfolios
Michigan
$11.3M +$58.7K +165 +0.5%
GAM
444
Generali Asset Management
Italy
$11.3M +$1.03M +2,898 +10%
HFS
445
Haverford Financial Services
Pennsylvania
$11.3M -$32.7K -92 -0.3%
CWM
446
Calamos Wealth Management
Illinois
$11.1M +$10.8M +30,301 +3,704%
SCM
447
Sirios Capital Management
Massachusetts
$11.1M +$1.06M +2,975 +11%
LOAME
448
Lombard Odier Asset Management (Europe)
United Kingdom
$11.1M +$4.9M +13,782 +80%
VLKIM
449
Van Lanschot Kempen Investment Management
Netherlands
$11.1M -$1M -2,823 -8%
TFA
450
Teamwork Financial Advisors
Texas
$11.1M -$1.8M -5,047 -14%

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.