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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
SC
551
SouthState Corp
Florida
$7.81M +$2.02M +5,669 +35%
YIA
552
YHB Investment Advisors
Connecticut
$7.8M +$460K +1,293 +6%
BDLIB
553
Banque de Luxembourg Investments (BLI)
Luxembourg
$7.8M
WB
554
Webster Bank
Connecticut
$7.78M +$68K +191 +0.9%
LFAS
555
Level Four Advisory Services
Texas
$7.69M -$906K -2,546 -11%
BRWA
556
B. Riley Wealth Advisors
Florida
$7.62M -$2.99M -8,399 -27%
SW
557
StrongBox Wealth
Missouri
$7.62M -$444K -1,249 -6%
MGIA
558
Moneta Group Investment Advisors
Missouri
$7.61M +$4.18M +11,758 +124%
MGWM
559
Marks Group Wealth Management
Minnesota
$7.6M -$1M -2,815 -12%
QIM
560
Quest Investment Management
Oregon
$7.56M -$767K -2,154 -9%
Capital Fund Management (CFM)
561
Capital Fund Management (CFM)
France
$7.54M -$35.6M -100,096 -83%
BIG
562
Brooklyn Investment Group
New York
$7.5M +$1.61M +4,522 +27%
Assenagon Asset Management
563
Assenagon Asset Management
Luxembourg
$7.46M +$53K +149 +0.7%
PGAM
564
Princeton Global Asset Management
New Jersey
$7.46M -$150K -422 -2%
PCA
565
Providence Capital Advisors
North Carolina
$7.44M +$76.5K +215 +1%
ACM
566
Ayrshire Capital Management
Connecticut
$7.41M -$10.3K -29 -0.1%
SAM
567
Strategy Asset Managers
California
$7.41M -$32.4K -91 -0.4%
SA
568
Strategic Advisors
New York
$7.38M +$356 +1 +0%
BFG
569
Bleakley Financial Group
New Jersey
$7.38M +$133K +374 +2%
HCMT
570
Highland Capital Management (Tennessee)
Tennessee
$7.37M -$28.5K -80 -0.4%
DIA
571
Dana Investment Advisors
Wisconsin
$7.36M -$73.7K -207 -1%
NB
572
Nicolet Bankshares
Wisconsin
$7.34M +$5.15M +14,463 +251%
WC
573
Westerkirk Capital
$7.22M
MYIA
574
Mount Yale Investment Advisors
Colorado
$7.17M +$5.74M +16,125 +412%
SIC
575
SFE Investment Counsel
California
$7.16M +$1.48M +4,169 +26%

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.