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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
AIA
851
AssuredPartners Investment Advisors
Florida
$3.09M +$3.03M +8,503 New
SI
852
Shaker Investments
Ohio
$3.09M +$2.14M +6,004 +227%
AA
853
Apriem Advisors
California
$3.08M -$7.12K -20 -0.2%
CPA
854
Capital Planning Advisors
California
$3.07M +$230K +647 +8%
RC
855
Roundview Capital
New Jersey
$3.07M +$286K +804 +10%
SF
856
Summit Financial
New Jersey
$3.07M -$26K -73 -0.8%
PA
857
PFG Advisors
Arizona
$3.05M +$309K +868 +11%
SWM
858
Spire Wealth Management
Virginia
$3.04M -$123K -345 -4%
EA
859
Ellsworth Advisors
Ohio
$3.03M +$243K +682 +9%
RWM
860
Ritholtz Wealth Management
New York
$3.03M +$333K +937 +12%
FMB
861
Field & Main Bank
Kentucky
$3.01M -$63K -177 -2%
BGC
862
Beutel, Goodman & Co
Ontario, Canada
$3M -$214K -600 -7%
DWM
863
Dakota Wealth Management
Florida
$3M -$94.7K -266 -3%
HCCM
864
Hudson Canyon Capital Management
New York
$3M -$15.3K -43 -0.5%
AWA
865
Arkadios Wealth Advisors
Georgia
$3M +$127K +357 +4%
JCM
866
Jacobi Capital Management
Pennsylvania
$3M -$16.4K -46 -0.5%
NWM
867
Northwest Wealth Management
Iowa
$2.99M -$47.7K -134 -2%
KRS
868
Kentucky Retirement Systems
Kentucky
$2.98M +$5.19M +14,570 +59%
IWM
869
IHT Wealth Management
Illinois
$2.97M -$223K -626 -7%
AWA
870
Aaron Wealth Advisors
Illinois
$2.97M -$110K -310 -4%
FG
871
Fiduciary Group
Georgia
$2.95M -$8.9K -25 -0.3%
VSQM
872
V-Square Quantitative Management
Illinois
$2.95M +$212K +597 +8%
TVWM
873
Tower View Wealth Management
Wisconsin
$2.94M -$85.4K -240 -3%
RCG
874
Ridge Creek Global
Ohio
$2.93M -$94K -264 -3%
NSIM
875
North Star Investment Management
Illinois
$2.9M +$9.96K +28 +0.3%

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.