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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
IAA
626
Independent Advisor Alliance
North Carolina
$6.03M -$615K -1,727 -9%
MIP
627
Marietta Investment Partners
Wisconsin
$6.02M -$3.72M -10,460 -38%
TFA
628
Transamerica Financial Advisors
Florida
$6.01M -$432K -1,215 -7%
GI
629
GLOBALT Investments
Georgia
$6M -$3.88M -10,907 -39%
SHGA
630
Sand Hill Global Advisors
California
$6M +$169K +475 +3%
HIC
631
Hartline Investment Corp
Illinois
$5.94M +$64.1K +180 +1%
STA
632
Summit Trail Advisors
New York
$5.94M +$851K +2,391 +17%
FNT
633
First National Trust
Pennsylvania
$5.92M +$224K +629 +4%
SWM
634
Scissortail Wealth Management
Oklahoma
$5.91M +$161K +452 +3%
SCM
635
Summerhill Capital Management
Ontario, Canada
$5.9M +$1.73M +4,874 +42%
AAM
636
Azzad Asset Management
Virginia
$5.88M +$6.05K +17 +0.1%
MCB
637
Morton Community Bank
Illinois
$5.86M +$62.6K +176 +1%
DILIC
638
Dai-ichi Life Insurance Company
Japan
$5.86M -$359K -1,009 -6%
Kovitz Investment Group Partners
639
Kovitz Investment Group Partners
Illinois
$5.8M -$14.2K -40 -0.2%
WCM
640
Windward Capital Management
California
$5.75M +$10.7K +30 +0.2%
CIM
641
Coleford Investment Management
Canada
$5.74M +$5.71M +16,040 New
AAP
642
Arax Advisory Partners
Colorado
$5.71M +$3.71M +10,429 +189%
MSE
643
MUFG Securities EMEA
United Kingdom
$5.7M
FWP
644
FAS Wealth Partners
Kansas
$5.69M +$227K +638 +4%
SPG
645
Strategic Planning Group
Utah
$5.69M +$5.66M +15,894 New
AC
646
AlphaCore Capital
California
$5.68M -$573K -1,611 -9%
GI
647
GAMMA Investing
California
$5.68M +$200K +561 +4%
MAS
648
Meeder Advisory Services
Ohio
$5.64M -$8.54K -24 -0.2%
VA
649
VestGen Advisors
Illinois
$5.64M +$120K +338 +2%
WFMPM
650
Woodley Farra Manion Portfolio Management
Indiana
$5.59M +$38.4K +108 +0.7%

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.