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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
CCAM
701
Codex Capital Asset Management
Texas
$4.69M +$7.12M +20,000 New
MGP
702
Metis Global Partners
California
$4.66M -$465K -1,308 -9%
ZBNA
703
Zions Bancorporation, National Association
Utah
$4.66M -$3.09M -8,672 -40%
SOAM
704
SBI Okasan Asset Management
Japan
$4.64M
BIM
705
Baldwin Investment Management
Pennsylvania
$4.63M +$5.34K +15 +0.1%
DA
706
Dover Advisors
Virginia
$4.63M -$27K -76 -0.6%
BP
707
BNP Paribas
France
$4.62M +$4.79M +13,458 New
RAM
708
Ramirez Asset Management
New York
$4.62M +$30.6K +86 +0.7%
IAN
709
Integrated Advisors Network
Texas
$4.6M +$1.3M +3,667 +40%
SSA
710
South Street Advisors
New York
$4.6M -$14.2K -40 -0.3%
MK
711
MASTERINVEST Kapitalanlage
$4.57M +$249K +699 +6%
PS
712
Principal Securities
Iowa
$4.56M -$210K -589 -4%
SAI
713
Savvy Advisors Inc
New York
$4.56M +$315K +884 +7%
SCTC
714
Sanibel Captiva Trust Company
Florida
$4.54M +$1.17M +3,286 +35%
NB
715
NBT Bank
New York
$4.53M -$60.9K -171 -1%
WPW
716
Winthrop Partners - WNY
New York
$4.52M +$15.7K +44 +0.3%
CWM
717
CMH Wealth Management
New Hampshire
$4.52M +$4.49M +12,626 New
MA
718
Mutual Advisors
Nebraska
$4.51M +$431K +1,211 +11%
VF
719
Vest Financial
Virginia
$4.5M +$439K +1,234 +11%
SPC
720
Sigma Planning Corp
Michigan
$4.5M -$320K -899 -7%
GVAG
721
Great Valley Advisor Group
Delaware
$4.46M +$182K +512 +4%
OFG
722
Oxford Financial Group
Indiana
$4.46M +$180K +505 +4%
AIP
723
Ameritas Investment Partners
Nebraska
$4.45M -$1.42K -4 -0%
SC
724
Sawyer & Company
Massachusetts
$4.45M -$3.56K -10 -0.1%
PWM
725
Perigon Wealth Management
California
$4.44M +$504K +1,415 +13%

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.