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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
CLGM
576
Capitolis Liquid Global Markets
New York
$7.15M +$7.12M +20,000 New
BFG
577
Beacon Financial Group
Texas
$7.13M -$359K -1,009 -5%
KWM
578
Kingsview Wealth Management
Oregon
$7.1M +$22.4K +63 +0.3%
MSRPS
579
Maryland State Retirement & Pension System
Maryland
$7.09M +$94.3K +265 +1%
LSERS
580
Louisiana State Employees Retirement System
Louisiana
$7.08M
GWMR
581
GC Wealth Management RIA
Massachusetts
$7M +$561K +1,577 +9%
BA
582
Bridgewater Associates
Connecticut
$6.99M +$6M +16,850 +626%
EIA
583
Eastover Investment Advisors
North Carolina
$6.95M +$213K +598 +3%
CFO
584
Callan Family Office
Pennsylvania
$6.95M -$654K -1,839 -9%
SWP
585
Sagespring Wealth Partners
Tennessee
$6.95M -$41.3K -116 -0.6%
BCV
586
Banque Cantonale Vaudoise
Switzerland
$6.93M +$183K +514 +3%
FPAS
587
Focus Partners Advisor Solutions
Missouri
$6.91M +$53.4K +150 +0.8%
ISB
588
Iowa State Bank
Iowa
$6.9M -$9.25K -26 -0.1%
CIG
589
Consolidated Investment Group
Colorado
$6.89M +$1.03M +2,885 +18%
JGCM
590
Joseph Group Capital Management
Ohio
$6.88M +$443K +1,245 +7%
RIL
591
Rothschild Investment LLC
Illinois
$6.85M +$196K +551 +3%
LNB
592
Ledyard National Bank
$6.83M -$772K -2,169 -10%
AWM
593
Apollon Wealth Management
South Carolina
$6.77M +$146K +411 +2%
SYBT
594
Stock Yards Bank & Trust
Kentucky
$6.76M +$52.7K +148 +0.8%
SSWM
595
Smith Salley Wealth Management
North Carolina
$6.76M +$712K +2,001 +12%
VT
596
Vise Technologies
New York
$6.75M
CWP
597
Capital Wealth Planning
Florida
$6.72M +$2.15M +6,049 +47%
TCIIS
598
TIAA-CREF Individual & Institutional Services
New York
$6.71M +$6.67M +18,755 New
GT
599
Greenleaf Trust
Michigan
$6.66M +$162K +454 +2%
SCM
600
Silvant Capital Management
Georgia
$6.64M +$308K +866 +5%

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.