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2,508 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, 876 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: 876

15% more call options, than puts

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

2% more funds holding

Funds holding: 2,4582,508 (+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
2,508
Holders Change
+50
Holders Change %
+2.03%
% of All Funds
30.85%
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
876
Closed
154
Calls
$1.83B
Puts
$1.59B
Net Calls
+$244M
Net Calls Change
+$432M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
676
Plato Investment Management
Australia
$5.18M -$241K -676 -4%
SB
677
Simmons Bank
Arkansas
$5.17M +$2.14M +6,008 +71%
DWM
678
Diversify Wealth Management
Utah
$5.17M +$3.06M +8,592 +215%
AWM
679
Affinity Wealth Management
Delaware
$5.16M +$80.8K +227 +2%
TM
680
Taproot Management
New York
$5.14M +$5.11M +14,364 New
TMAM
681
Tokio Marine Asset Management
Japan
$5.06M +$249K +700 +5%
PGA
682
Portland Global Advisors
Maine
$5.06M +$134K +376 +3%
WS
683
Wedbush Securities
California
$4.96M +$206K +580 +4%
NHT
684
New Hampshire Trust
New Hampshire
$4.89M +$77.9K +219 +2%
LAM
685
Lynch Asset Management
Pennsylvania
$4.87M +$56.9K +160 +1%
FDP
686
Financiere des Professionnels
Quebec, Canada
$4.86M -$8.01M -22,514 -62%
AFWM
687
AMJ Financial Wealth Management
Virginia
$4.86M +$4.25M +11,948 +731%
CCM
688
Coldstream Capital Management
Washington
$4.85M +$440K +1,236 +10%
SFI
689
Siemens Fonds Invest
Germany
$4.85M +$221K +621 +5%
CTA
690
Chesley Taft & Associates
Illinois
$4.83M +$10.7K +30 +0.2%
BWP
691
Burling Wealth Partners
Illinois
$4.8M +$759K +2,132 +19%
LIP
692
Lighthouse Investment Partners
Florida
$4.79M +$3.44M +9,657 +259%
ACG
693
Aventail Capital Group
New York
$4.78M +$2.89M +8,127 +155%
AOWM
694
Alpha Omega Wealth Management
Virginia
$4.78M -$890K -2,502 -16%
BDS
695
Banco de Sabadell
Florida
$4.77M +$251K +704 +5%
S
696
SignatureFD
Georgia
$4.77M +$136K +383 +3%
BBHC
697
Brown Brothers Harriman & Co
New York
$4.76M +$1.49M +4,200 +46%
RPC
698
Rossmore Private Capital
Connecticut
$4.75M +$591K +1,662 +14%
TCM
699
Tandem Capital Management
New Jersey
$4.72M -$180K -506 -4%
HCM
700
Howland Capital Management
Massachusetts
$4.69M -$79.7K -224 -2%

ETN Hedge Fund Activity: Q1 2026 in Review

2,508 of the 8,130 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 876 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.

  • 2,508 institutional investors held Eaton (ETN) as of Q1 2026, up from 2,458 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.