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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
SW
476
SVB Wealth
Massachusetts
$9.72M -$739K -2,077 -7%
JWM
477
Jackson Wealth Management
Florida
$9.63M -$37K -104 -0.4%
AWM
478
AE Wealth Management
Kansas
$9.6M +$2.26M +6,352 +31%
GT
479
Glenview Trust
Kentucky
$9.54M +$570K +1,603 +6%
RG
480
Rathbones Group
United Kingdom
$9.53M -$19.6K -55 -0.2%
MC
481
Middleton & Co
Massachusetts
$9.49M +$982K +2,759 +12%
CNBTD
482
Citizens National Bank Trust Department
Mississippi
$9.46M -$64.4K -181 -0.7%
NAMM
483
NorthStar Asset Management (Massachusetts)
Massachusetts
$9.45M -$3.37M -9,473 -26%
PPW
484
Parcion Private Wealth
Washington
$9.44M -$1.19M -3,347 -11%
KWA
485
Kingswood Wealth Advisors
California
$9.43M +$459K +1,290 +5%
CWP
486
Cyndeo Wealth Partners
Florida
$9.4M +$6.48M +18,208 +225%
DF
487
DNCA Finance
France
$9.38M +$9.34M +26,236 New
NPT
488
Nixon Peabody Trust
Massachusetts
$9.35M +$967K +2,717 +12%
PCTC
489
Perkins Coie Trust Company
Washington
$9.34M -$55.5K -156 -0.6%
Rafferty Asset Management
490
Rafferty Asset Management
New York
$9.3M -$3.43M -9,638 -27%
BIM
491
Bridges Investment Management
Nebraska
$9.3M -$99.3K -279 -1%
WC
492
Westhampton Capital
North Carolina
$9.29M -$27.4K -77 -0.3%
BFM
493
Boothbay Fund Management
New York
$9.26M +$8.74M +24,550 +1,829%
EH
494
Equitable Holdings
New York
$9.26M +$7.43M +20,877 +345%
FCH
495
Freestone Capital Holdings
Washington
$9.24M +$573K +1,611 +7%
BCM
496
BTC Capital Management
Iowa
$9.23M +$202K +568 +2%
CA
497
Callahan Advisors
Texas
$9.23M -$141K -397 -2%
LNWTC
498
Laird Norton Wetherby Trust Company
Washington
$9.2M -$257K -723 -3%
ATPW
499
Ashton Thomas Private Wealth
Arizona
$9.16M -$755K -2,122 -8%
TWA
500
Tulsa Wealth Advisors
Oklahoma
$9.15M +$9.1M +25,578 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.