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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
SIC
826
Sigma Investment Counselors
Michigan
$3.31M -$155K -435 -4%
LD
827
Lipe & Dalton
New York
$3.3M -$49.8K -140 -1%
CW
828
CrossGen Wealth
North Carolina
$3.3M -$45.9K -129 -1%
COI
829
Connable Office Inc
Michigan
$3.29M -$87.5K -246 -3%
VFA
830
Valeo Financial Advisors
Indiana
$3.28M -$686K -1,929 -17%
PA
831
Parallel Advisors
California
$3.27M +$163K +459 +5%
RFA
832
Resurgent Financial Advisors
Georgia
$3.27M +$1.33M +3,751 +69%
NWM
833
Northcape Wealth Management
New York
$3.24M +$4.98K +14 +0.2%
PCMH
834
Polymer Capital Management (HK)
Hong Kong
$3.24M +$3.22M +9,049 New
DI
835
DAGCO Inc
Ohio
$3.24M +$132K +372 +4%
CCT
836
Capital City Trust
Florida
$3.23M -$74.7K -210 -2%
JIC
837
Johnson Investment Counsel
Ohio
$3.23M +$32.7K +92 +1%
VCM
838
Voleon Capital Management
California
$3.23M -$8.26M -23,208 -72%
KM
839
KP Management
Minnesota
$3.22M -$712K -2,000 -18%
SCI
840
S&CO Inc
Massachusetts
$3.21M
SC
841
Shuttleworth & Co
Ohio
$3.17M +$16K +45 +0.5%
HPG
842
Harvest Portfolios Group
Ontario, Canada
$3.17M +$300K +842 +10%
EFS
843
Essex Financial Services
Connecticut
$3.15M +$68K +191 +2%
PTC
844
Private Trust Company
Ohio
$3.15M +$62.3K +175 +2%
SP
845
SWS Partners
Ohio
$3.14M -$33.1K -93 -1%
PP
846
Patten & Patten
Tennessee
$3.14M +$305K +856 +11%
OPTFSNA
847
Old Point Trust & Financial Services N A
Virginia
$3.14M -$40.9K -115 -1%
NL
848
NWAM LLC
Washington
$3.12M +$769K +2,160 +33%
MWM
849
Mission Wealth Management
California
$3.12M -$1.15M -3,230 -27%
TPCW
850
TD Private Client Wealth
New York
$3.11M +$934K +2,624 +43%

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.