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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
NW
1126
Naviter Wealth
Arkansas
$1.49M -$48.8K -137 -3%
AWMT
1127
AAFMAA Wealth Management & Trust
North Carolina
$1.49M -$46.3K -130 -3%
IIC
1128
Ironwood Investment Counsel
Arizona
$1.48M -$34.2K -96 -2%
FA
1129
Faithward Advisors
Pennsylvania
$1.47M +$444K +1,248 +39%
BWAM
1130
Blue Water Asset Management
Michigan
$1.46M +$33.8K +95 +2%
LWP
1131
LeClair Wealth Partners
Ohio
$1.46M +$807K +2,267 +124%
PFC
1132
Phocas Financial Corp
California
$1.46M
SPC
1133
Spirepoint Private Client
Florida
$1.46M +$3.56K +10 +0.2%
FWIA
1134
Fort Washington Investment Advisors
Ohio
$1.46M
CCFM
1135
Clear Creek Financial Management
Washington
$1.45M +$42.3K +119 +3%
SCI
1136
Stableford Capital II
Arizona
$1.45M -$301K -845 -17%
MWM
1137
Modera Wealth Management
New Jersey
$1.45M +$131K +369 +10%
IWA
1138
IVC Wealth Advisors
Pennsylvania
$1.45M -$20.6K -58 -1%
APW
1139
Aventura Private Wealth
Florida
$1.45M -$51.2K -144 -3%
DBRC
1140
D.B. Root & Company
Pennsylvania
$1.45M +$8.54K +24 +0.6%
EB
1141
Emprise Bank
Kansas
$1.45M -$53.7K -151 -4%
XWM
1142
Xcel Wealth Management
Florida
$1.45M +$814K +2,288 +130%
ZIC
1143
ZWJ Investment Counsel
Georgia
$1.44M +$27.4K +77 +2%
MFA
1144
Mayflower Financial Advisors
Massachusetts
$1.44M +$104K +293 +8%
GLR
1145
Great Lakes Retirement
Ohio
$1.44M +$85.1K +239 +6%
A
1146
Argentarii
Ohio
$1.43M +$3.2K +9 +0.2%
RCS
1147
Retirement Capital Strategies
California
$1.43M
TTIC
1148
Tower Trust & Investment Company
Iowa
$1.43M +$516K +1,449 +57%
SF
1149
Sun Financial
Utah
$1.43M +$7.47K +21 +0.6%
CA
1150
Cullinan Associates
Kentucky
$1.42M -$17.8K -50 -1%

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.