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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
PFG
1151
Prosperity Financial Group
California
$1.42M +$102K +287 +8%
BCG
1152
Breakwater Capital Group
New Jersey
$1.42M -$356 -1 -0%
MC
1153
Matisse Capital
Oregon
$1.42M
DFC
1154
DB Fitzpatrick & Co
Idaho
$1.41M +$69.4K +195 +5%
DIM
1155
Delta Investment Management
California
$1.41M -$16K -45 -1%
LWA
1156
Lantern Wealth Advisors
New York
$1.41M +$69.8K +196 +5%
JAG
1157
Journey Advisory Group
Kentucky
$1.41M -$254K -715 -15%
DCM
1158
Davidson Capital Management
Texas
$1.41M +$1.4M +3,926 +39,260%
BMCM
1159
Bryn Mawr Capital Management
Pennsylvania
$1.4M +$348K +978 +33%
AWM
1160
Avior Wealth Management
Nebraska
$1.39M +$8.19K +23 +0.6%
MKC
1161
M. Kraus & Co
Vermont
$1.38M +$49.1K +138 +4%
EPIMS
1162
Evelyn Partners Investment Management Services
$1.38M +$47K +132 +4%
CCWM
1163
Correct Capital Wealth Management
Missouri
$1.38M +$40.6K +114 +3%
TCOO
1164
Trust Company of Oklahoma
Oklahoma
$1.37M +$96.1K +270 +8%
PWP
1165
Prasad Wealth Partners
Ohio
$1.37M -$79.7K -224 -6%
HIP
1166
HUB Investment Partners
Texas
$1.37M +$356K +1,001 +35%
FAM
1167
Formidable Asset Management
Ohio
$1.37M
CCM
1168
Condor Capital Management
New Jersey
$1.37M +$17.8K +50 +1%
BFG
1169
Berger Financial Group
Minnesota
$1.36M +$31.7K +89 +2%
IAS
1170
Insigneo Advisory Services
Florida
$1.36M +$138K +387 +11%
MA
1171
MCF Advisors
Kentucky
$1.36M +$34.5K +97 +3%
GWM
1172
GDS Wealth Management
Texas
$1.36M -$122K -344 -8%
CGFA
1173
Colton Groome Financial Advisors
North Carolina
$1.36M +$62.6K +176 +5%
JSSH
1174
J. Safra Sarasin Holding
$1.36M +$57.7K +162 +4%
WSC
1175
Wellington Shields & Co
New York
$1.36M -$166K -467 -11%

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.