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Eaton
ETN

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: 39 → 48 (+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: 2,459 → 2,509 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.38B
2
BlackRock
BlackRock
New York
+$409M
3
JP Morgan Chase
JP Morgan Chase
New York
+$399M
4
UBS Group
UBS Group
Switzerland
+$342M
5
UBS AM
UBS AM
Illinois
+$295M

Top Sellers

Rank Fund Capital Flow
1
JSC
J. Stern & Co
United Kingdom
-$20.9B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$316M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$290M
4
Jane Street
Jane Street
New York
-$209M
5
Two Sigma Investments
Two Sigma Investments
New York
-$197M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
926
Kerrisdale Advisers
Florida
$2.53M +$811K +2,280 +48%
SAA
927
Southeast Asset Advisors
Georgia
$2.53M +$547K +1,536 +28%
MWM
928
Modern Wealth Management
Kansas
$2.53M +$497K +1,397 +25%
SLA
929
Silver Lake Advisory
Utah
$2.51M – – –
DAS
930
DMKC Advisory Services
Iowa
$2.5M – – –
CAG
931
Csenge Advisory Group
Florida
$2.48M -$188K -527 -7%
FG
932
Foster Group
Iowa
$2.48M +$91.1K +256 +4%
OQS
933
Occudo Quantitative Strategies
Florida
$2.47M -$16.8M -47,277 -89%
PAS
934
Parsonex Advisory Services
Colorado
$2.45M +$359K +1,009 +17%
BDL
935
Bey-Douglas LLC
Georgia
$2.45M -$111K -313 -4%
PFA
936
Peak Financial Advisors
Colorado
$2.45M +$2.44M +6,844 New
LWP
937
LMG Wealth Partners
Louisiana
$2.44M -$64.8K -182 -3%
GAAM
938
Guinness Atkinson Asset Management
California
$2.44M -$74K -208 -3%
WSFS
939
Wilmington Savings Fund Society
Delaware
$2.44M -$90.4K -254 -4%
TFP
940
Tilia Fiduciary Partners
North Carolina
$2.44M +$190K +535 +9%
MWM
941
M3 Wealth Management
Ohio
$2.42M +$95K +267 +4%
FFA
942
Founders Financial Alliance
North Carolina
$2.42M +$60.5K +170 +3%
CAMG
943
CWA Asset Management Group
Florida
$2.42M +$43.1K +121 +2%
PPWP
944
Premier Path Wealth Partners
New Jersey
$2.4M -$18.9K -53 -0.8%
VA
945
Valmark Advisers
Ohio
$2.4M +$194K +546 +9%
MA
946
Montag & Associates
Georgia
$2.39M -$1.91M -5,354 -44%
RSWM
947
Robertson Stephens Wealth Management
California
$2.36M +$21K +59 +0.9%
CFG
948
Cooper Financial Group
California
$2.36M +$181K +509 +8%
DWT
949
Dorsey & Whitney Trust
South Dakota
$2.36M -$52.3K -147 -2%
1W
950
1776 Wealth
Georgia
$2.35M – – –
36 37
38
39 40

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.