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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
WSCM
901
Wellington Shields Capital Management
New York
$2.68M -$302K -848 -10%
FRA
902
Frank Rimerman Advisors
California
$2.67M -$12.1K -34 -0.5%
AMIM
903
Aull & Monroe Investment Management
Alabama
$2.66M -$37.4K -105 -1%
BCM
904
Buckhead Capital Management
Georgia
$2.66M +$2.64M +7,431 New
LOAMS
905
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.66M +$2.64M +7,429 New
MPWS
906
McCarter Private Wealth Services
Massachusetts
$2.66M +$160K +450 +6%
AEPWM
907
Atlantic Edge Private Wealth Management
Florida
$2.65M +$31.3K +88 +1%
CBA
908
Coastal Bridge Advisors
Connecticut
$2.64M +$97.9K +275 +4%
CT
909
Coastline Trust
Rhode Island
$2.63M +$104K +292 +4%
FRA
910
Front Row Advisors
California
$2.63M +$18.1K +51 +0.7%
SMC
911
Smith, Moore & Co
Missouri
$2.63M -$304K -853 -10%
HP
912
Hilltop Partners
Indiana
$2.62M
BC
913
Burney Company
Virginia
$2.62M -$233K -654 -8%
CNC
914
Canandaigua National Corp
New York
$2.61M +$2.6M +7,294 New
IFWM
915
Institute for Wealth Management
Colorado
$2.61M -$14.6K -41 -0.6%
CC
916
Cypress Capital
Tennessee
$2.6M -$37.7K -106 -1%
CIA
917
Capital Investment Advisors
Georgia
$2.58M +$144K +404 +6%
AFG
918
Atomi Financial Group
New York
$2.57M +$248K +696 +11%
HWAM
919
Hennion & Walsh Asset Management
New Jersey
$2.56M +$404K +1,135 +19%
SIC
920
Samalin Investment Counsel
New York
$2.56M -$13.9K -39 -0.5%
AG
921
Ascent Group
Virginia
$2.56M -$98.9K -278 -4%
IBOK
922
Independence Bank of Kentucky
Kentucky
$2.55M +$92.5K +260 +4%
SIAP
923
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.55M -$44.5K -125 -2%
LCM
924
Legato Capital Management
California
$2.54M +$539K +1,515 +27%
WPC
925
Wedmont Private Capital
Pennsylvania
$2.53M +$144K +404 +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.