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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
30.85%
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
CWM
1251
Castle Wealth Management
Florida
$1.15M +$68.3K +192 +6%
WIC
1252
Wilkins Investment Counsel
Massachusetts
$1.14M
WCA
1253
Westover Capital Advisors
Delaware
$1.14M
KAS
1254
KPP Advisory Services
Kentucky
$1.14M +$24.2K +68 +2%
ANBT
1255
American National Bank & Trust
Texas
$1.14M -$9.96K -28 -0.9%
SCM
1256
Shelton Capital Management
Colorado
$1.13M -$22.4K -63 -2%
FWM
1257
Focused Wealth Management
New York
$1.13M +$674K +1,893 +148%
WPC
1258
Waters Parkerson & Co
Louisiana
$1.13M
QI
1259
Qtron Investments
Massachusetts
$1.13M -$268K -752 -19%
EWM
1260
Evercore Wealth Management
New York
$1.13M
DAC
1261
Dutch Asset Corp
New York
$1.13M +$185K +519 +20%
OFS
1262
Orrstown Financial Services
Pennsylvania
$1.13M -$135K -378 -11%
CWM
1263
Cornerstone Wealth Management
Missouri
$1.13M +$326K +915 +41%
CIA
1264
Citadel Investment Advisory
Ohio
$1.13M -$35.6K -100 -3%
CSPIA
1265
Cary Street Partners Investment Advisory
Virginia
$1.12M -$19.6K -55 -2%
PWM
1266
Pines Wealth Management
North Carolina
$1.12M +$45.9K +129 +4%
KSB
1267
Kennebec Savings Bank
Maine
$1.12M +$18.5K +52 +2%
TPA
1268
Trivium Point Advisory
Connecticut
$1.11M -$8.44M -23,704 -88%
TYCC
1269
Texas Yale Capital Corp
Florida
$1.11M
FFA
1270
Fortune Financial Advisors
Kansas
$1.11M +$681K +1,915 +160%
TWM
1271
TRB Wealth Management
Texas
$1.11M +$1.11M +3,107 New
AGP
1272
Aspire Growth Partners
Florida
$1.11M -$18.5K -52 -2%
CW
1273
CreativeOne Wealth
Kansas
$1.1M +$4.98K +14 +0.5%
AWA
1274
Acumen Wealth Advisors
Tennessee
$1.1M +$879K +2,471 +409%
CCA
1275
Cypress Capital Advisors
Tennessee
$1.09M -$13.2K -37 -1%

ETN Hedge Fund Activity: Q1 2026 in Review

2,509 of the 8,132 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.