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2,509 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, 877 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: 877

15% more call options, than puts

Call options by funds: $1.83B | Put options by funds: $1.59B

2% more funds holding

Funds holding: 2,4592,509 (+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
2,509
Holders Change
+50
Holders Change %
+2.03%
% 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
248
Increased
1,062
Reduced
877
Closed
154
Calls
$1.83B
Puts
$1.59B
Net Calls
+$244M
Net Calls Change
+$432M
Name Holding Trade Value Shares
Change
Change in
Stake
BDLIB
551
Banque de Luxembourg Investments (BLI)
Luxembourg
$7.8M
WB
552
Webster Bank
Connecticut
$7.78M +$68K +191 +0.9%
LFAS
553
Level Four Advisory Services
Texas
$7.69M -$906K -2,546 -11%
BRWA
554
B. Riley Wealth Advisors
Florida
$7.62M -$2.99M -8,399 -27%
SW
555
StrongBox Wealth
Missouri
$7.62M -$444K -1,249 -6%
MGIA
556
Moneta Group Investment Advisors
Missouri
$7.61M +$4.18M +11,758 +124%
MGWM
557
Marks Group Wealth Management
Minnesota
$7.6M -$1M -2,815 -12%
QIM
558
Quest Investment Management
Oregon
$7.56M -$767K -2,154 -9%
Capital Fund Management (CFM)
559
Capital Fund Management (CFM)
France
$7.54M -$35.6M -100,096 -83%
BIG
560
Brooklyn Investment Group
New York
$7.5M +$1.61M +4,522 +27%
Assenagon Asset Management
561
Assenagon Asset Management
Luxembourg
$7.46M +$53K +149 +0.7%
PGAM
562
Princeton Global Asset Management
New Jersey
$7.46M -$150K -422 -2%
PCA
563
Providence Capital Advisors
North Carolina
$7.44M +$76.5K +215 +1%
ACM
564
Ayrshire Capital Management
Connecticut
$7.41M -$10.3K -29 -0.1%
SAM
565
Strategy Asset Managers
California
$7.41M -$32.4K -91 -0.4%
SA
566
Strategic Advisors
New York
$7.38M +$356 +1 +0%
BFG
567
Bleakley Financial Group
New Jersey
$7.38M +$133K +374 +2%
HCMT
568
Highland Capital Management (Tennessee)
Tennessee
$7.37M -$28.5K -80 -0.4%
DIA
569
Dana Investment Advisors
Wisconsin
$7.36M -$73.7K -207 -1%
NB
570
Nicolet Bankshares
Wisconsin
$7.34M +$5.15M +14,463 +251%
WC
571
Westerkirk Capital
$7.22M
MYIA
572
Mount Yale Investment Advisors
Colorado
$7.17M +$5.74M +16,125 +412%
SIC
573
SFE Investment Counsel
California
$7.16M +$1.48M +4,169 +26%
CLGM
574
Capitolis Liquid Global Markets
New York
$7.15M +$7.12M +20,000 New
BFG
575
Beacon Financial Group
Texas
$7.13M -$359K -1,009 -5%

ETN Hedge Fund Activity: Q1 2026 in Review

2,509 of the 8,131 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 877 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.

  • 2,509 institutional investors held Eaton (ETN) as of Q1 2026, up from 2,459 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.