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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
JSW
1301
Journey Strategic Wealth
New Jersey
$1.04M +$258K +725 +33%
LF
1302
Lee Financial
Texas
$1.04M +$800K +2,247 +344%
MIA
1303
MainStreet Investment Advisors
Illinois
$1.04M +$368K +1,033 +55%
PW
1304
PUREfi Wealth
Massachusetts
$1.04M -$3.56K -10 -0.3%
PIM
1305
Penobscot Investment Management
Massachusetts
$1.04M
ZIM
1306
Zacks Investment Management
Illinois
$1.03M -$46.3K -130 -4%
DP
1307
Dearborn Partners
Illinois
$1.03M
CCA
1308
Catalyst Capital Advisors
New York
$1.03M
HKIMG
1309
Hutchens & Kramer Investment Management Group
Indiana
$1.02M -$32K -90 -3%
WIA
1310
Wetzel Investment Advisors
Indiana
$1.02M -$17.8K -50 -2%
AC
1311
Avestar Capital
New York
$1.02M +$101K +285 +11%
V
1312
VeraBank
Texas
$1.01M -$24.9K -70 -2%
WG
1313
Welch Group
Alabama
$1.01M +$56.9K +160 +6%
CI
1314
CX Institutional
Indiana
$1.01M +$50.5K +142 +5%
CBT
1315
CoreFirst Bank & Trust
Kansas
$1.01M
GD
1316
Grandfield & Dodd
New York
$1M
TW
1317
Tempo Wealth
Ohio
$1M +$9.61K +27 +1%
1IA
1318
1620 Investment Advisors
Massachusetts
$1M +$356 +1 +0%
AWM
1319
Aprio Wealth Management
Georgia
$996K +$79.4K +223 +9%
SCP
1320
Sivia Capital Partners
California
$995K +$305K +858 +45%
GSB
1321
Greenfield Savings Bank
Massachusetts
$989K -$22.8K -64 -2%
YP
1322
YANKCOM Partnership
South Dakota
$986K +$69K +194 +8%
RAM
1323
Redmond Asset Management
Virginia
$985K -$8.54K -24 -0.9%
ZI
1324
ZEGA Investments
Florida
$975K +$19.9K +56 +2%
Jennison Associates
1325
Jennison Associates
New York
$975K -$62.6K -176 -6%

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.