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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
LI
451
LMCG Investments
Massachusetts
$11M -$598K -1,681 -5%
AF
452
Alerus Financial
North Dakota
$11M -$1.87M -5,242 -15%
DJSG
453
D.J. St. Germain
Massachusetts
$10.8M -$60.1K -169 -0.6%
LSA
454
L & S Advisors
California
$10.8M +$423K +1,190 +4%
GIBU
455
Gulf International Bank (UK)
United Kingdom
$10.8M +$3.6M +10,111 +51%
HWM
456
HB Wealth Management
Georgia
$10.7M +$720K +2,024 +7%
HI
457
Horizon Investments
North Carolina
$10.6M +$1.87M +5,246 +21%
FA
458
Fiduciary Alliance
South Carolina
$10.6M -$1.66M -4,677 -15%
FT
459
Fiduciary Trust
Massachusetts
$10.6M +$222K +623 +2%
IMCOOI
460
Investment Management Corp of Ontario (IMCO)
Canada
$10.6M -$2.53M -7,120 -19%
CFSG
461
Community Financial Services Group
Vermont
$10.5M -$9.25K -26 -0.1%
HPIA
462
Hamilton Point Investment Advisors
North Carolina
$10.5M -$105K -296 -1%
DADC
463
D.A. Davidson & Co
Montana
$10.4M +$1.11M +3,126 +12%
CAM
464
Carret Asset Management
New York
$10.3M +$85.4K +240 +0.8%
ACM
465
Altrius Capital Management
North Carolina
$10.2M +$953K +2,678 +10%
VC
466
Vestor Capital
Illinois
$10.1M +$5.28M +14,838 +110%
CC
467
Cornerstone Capital
California
$10.1M
GSCM
468
Greenfield Seitz Capital Management
Texas
$10.1M -$137K -384 -1%
SC
469
SMA Capital
New York
$10.1M +$10M +28,200 New
HIP
470
Harrell Investment Partners
Texas
$9.93M -$338K -951 -3%
OCA
471
OpenArc Corporate Advisory
Georgia
$9.89M +$389K +1,092 +4%
WAM
472
Winslow Asset Management
Ohio
$9.88M -$130K -364 -1%
Pacer Advisors
473
Pacer Advisors
Pennsylvania
$9.84M -$4.06M -11,415 -29%
SC
474
SummitTX Capital
Texas
$9.76M +$9.71M +27,299 New
SW
475
SVB Wealth
Massachusetts
$9.72M -$739K -2,077 -7%

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.