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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
FSA
1351
Financial Security Advisor
Virginia
$924K +$400K +1,123 +77%
ACIM
1352
Azimuth Capital Investment Management
Michigan
$922K -$4.63K -13 -0.5%
AC
1353
Apella Capital
Connecticut
$918K +$306K +861 +62%
PCM
1354
Pincus Capital Management
New York
$917K -$65.1K -183 -7%
EW
1355
Elyxium Wealth
California
$914K -$51.2K -144 -5%
SCM
1356
Sunbeam Capital Management
Georgia
$913K +$9.61K +27 +1%
CM
1357
Cercano Management
Washington
$912K
PW
1358
Paladin Wealth
Minnesota
$907K -$111K -311 -11%
PAMG
1359
Patton Albertson Miller Group
Tennessee
$906K -$4.98K -14 -0.5%
PWMG
1360
Prestige Wealth Management Group
New Jersey
$901K +$6.05K +17 +0.7%
SAM
1361
Sompo Asset Management
Japan
$898K
WHCI
1362
W.H. Cornerstone Investments
Massachusetts
$894K -$196K -552 -18%
WDL
1363
Well Done LLC
Michigan
$892K -$6.76K -19 -0.8%
PG
1364
Proffitt & Goodson
Tennessee
$892K +$887K +2,493 New
CPA
1365
Capital Performance Advisors
California
$891K +$53K +149 +6%
VWM
1366
Venturi Wealth Management
Texas
$883K +$162K +456 +23%
PVI
1367
Pine Valley Investments
New Jersey
$883K -$19.6K -55 -2%
MCA
1368
MSH Capital Advisors
Arizona
$883K -$1.42K -4 -0.2%
FFN
1369
Focus Financial Network
Minnesota
$883K +$106K +299 +14%
PWS
1370
Pursuit Wealth Strategies
North Carolina
$882K +$43.4K +122 +5%
TWM
1371
Tradition Wealth Management
Minnesota
$879K
MTC
1372
Matrix Trust Company
Colorado
$878K +$45.6K +128 +5%
WIA
1373
Westbourne Investment Advisors
Maryland
$878K +$16K +45 +2%
GSWM
1374
Golden State Wealth Management
California
$877K -$4.98K -14 -0.6%
HBW
1375
Hazlett, Burt & Watson
West Virginia
$874K +$646K +1,815 +291%

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.