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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
JWM
476
Jackson Wealth Management
Florida
$9.63M -$37K -104 -0.4%
AWM
477
AE Wealth Management
Kansas
$9.6M +$2.26M +6,352 +31%
GT
478
Glenview Trust
Kentucky
$9.54M +$570K +1,603 +6%
RG
479
Rathbones Group
United Kingdom
$9.53M -$19.6K -55 -0.2%
MC
480
Middleton & Co
Massachusetts
$9.49M +$982K +2,759 +12%
CNBTD
481
Citizens National Bank Trust Department
Mississippi
$9.46M -$64.4K -181 -0.7%
NAMM
482
NorthStar Asset Management (Massachusetts)
Massachusetts
$9.45M -$3.37M -9,473 -26%
PPW
483
Parcion Private Wealth
Washington
$9.44M -$1.19M -3,347 -11%
KWA
484
Kingswood Wealth Advisors
California
$9.43M +$459K +1,290 +5%
CWP
485
Cyndeo Wealth Partners
Florida
$9.4M +$6.48M +18,208 +225%
DF
486
DNCA Finance
France
$9.38M +$9.34M +26,236 New
NPT
487
Nixon Peabody Trust
Massachusetts
$9.35M +$967K +2,717 +12%
PCTC
488
Perkins Coie Trust Company
Washington
$9.34M -$55.5K -156 -0.6%
Rafferty Asset Management
489
Rafferty Asset Management
New York
$9.3M -$3.43M -9,638 -27%
BIM
490
Bridges Investment Management
Nebraska
$9.3M -$99.3K -279 -1%
WC
491
Westhampton Capital
North Carolina
$9.29M -$27.4K -77 -0.3%
BFM
492
Boothbay Fund Management
New York
$9.26M +$8.74M +24,550 +1,829%
EH
493
Equitable Holdings
New York
$9.26M +$7.43M +20,877 +345%
FCH
494
Freestone Capital Holdings
Washington
$9.24M +$573K +1,611 +7%
BCM
495
BTC Capital Management
Iowa
$9.23M +$202K +568 +2%
CA
496
Callahan Advisors
Texas
$9.23M -$141K -397 -2%
LNWTC
497
Laird Norton Wetherby Trust Company
Washington
$9.2M -$257K -723 -3%
ATPW
498
Ashton Thomas Private Wealth
Arizona
$9.16M -$755K -2,122 -8%
TWA
499
Tulsa Wealth Advisors
Oklahoma
$9.15M +$9.1M +25,578 New
PGFC
500
Peapack-Gladstone Financial Corp
New Jersey
$9.14M +$1.35M +3,798 +17%

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.