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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
TFA
451
Teamwork Financial Advisors
Texas
$11.1M -$1.8M -5,047 -14%
LI
452
LMCG Investments
Massachusetts
$11M -$598K -1,681 -5%
AF
453
Alerus Financial
North Dakota
$11M -$1.87M -5,242 -15%
DJSG
454
D.J. St. Germain
Massachusetts
$10.8M -$60.1K -169 -0.6%
LSA
455
L & S Advisors
California
$10.8M +$423K +1,190 +4%
GIBU
456
Gulf International Bank (UK)
United Kingdom
$10.8M +$3.6M +10,111 +51%
HWM
457
HB Wealth Management
Georgia
$10.7M +$720K +2,024 +7%
HI
458
Horizon Investments
North Carolina
$10.6M +$1.87M +5,246 +21%
FA
459
Fiduciary Alliance
South Carolina
$10.6M -$1.66M -4,677 -15%
FT
460
Fiduciary Trust
Massachusetts
$10.6M +$222K +623 +2%
IMCOOI
461
Investment Management Corp of Ontario (IMCO)
Canada
$10.6M -$2.53M -7,120 -19%
CFSG
462
Community Financial Services Group
Vermont
$10.5M -$9.25K -26 -0.1%
HPIA
463
Hamilton Point Investment Advisors
North Carolina
$10.5M -$105K -296 -1%
DADC
464
D.A. Davidson & Co
Montana
$10.4M +$1.11M +3,126 +12%
CAM
465
Carret Asset Management
New York
$10.3M +$85.4K +240 +0.8%
ACM
466
Altrius Capital Management
North Carolina
$10.2M +$953K +2,678 +10%
VC
467
Vestor Capital
Illinois
$10.1M +$5.28M +14,838 +110%
CC
468
Cornerstone Capital
California
$10.1M
GSCM
469
Greenfield Seitz Capital Management
Texas
$10.1M -$137K -384 -1%
SC
470
SMA Capital
New York
$10.1M +$10M +28,200 New
HIP
471
Harrell Investment Partners
Texas
$9.93M -$338K -951 -3%
OCA
472
OpenArc Corporate Advisory
Georgia
$9.89M +$389K +1,092 +4%
WAM
473
Winslow Asset Management
Ohio
$9.88M -$130K -364 -1%
Pacer Advisors
474
Pacer Advisors
Pennsylvania
$9.84M -$4.06M -11,415 -29%
SC
475
SummitTX Capital
Texas
$9.76M +$9.71M +27,299 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.