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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
TWA
1376
Tandem Wealth Advisors
Arizona
$869K +$18.1K +51 +2%
SAW
1377
Signal Advisors Wealth
Michigan
$868K +$76.2K +214 +10%
RCA
1378
Resonant Capital Advisors
Wisconsin
$868K +$89.3K +251 +12%
TCM
1379
Thoma Capital Management
Maryland
$861K -$24.9K -70 -3%
LWA
1380
Lineweaver Wealth Advisors
Ohio
$860K -$51.2K -144 -6%
OF
1381
Outfitter Financial
Maine
$857K +$30.2K +85 +4%
EW
1382
Evoke Wealth
California
$855K +$259K +729 +44%
ACP
1383
Aviance Capital Partners
Florida
$855K +$119K +333 +16%
EWM
1384
Elmwood Wealth Management
California
$852K -$8.19K -23 -1%
ARC
1385
Advisor Resource Council
Texas
$849K -$8.9K -25 -1%
UCB
1386
United Community Bank
South Carolina
$849K +$44.8K +126 +6%
DWA
1387
Douglass Winthrop Advisors
New York
$844K -$90.4K -254 -10%
JWA
1388
JFS Wealth Advisors
Pennsylvania
$843K -$3.2K -9 -0.4%
EAM
1389
Empirical Asset Management
Massachusetts
$842K +$837K +2,353 New
BCA
1390
Bay Colony Advisors
Massachusetts
$838K -$34.9K -98 -4%
LI
1391
Lafayette Investments
Maryland
$833K -$44.5K -125 -5%
FF
1392
Formulate Financial
Florida
$833K -$21.4K -60 -3%
LWM
1393
LightSquare Wealth Management
Michigan
$832K +$828K +2,327 New
RIA
1394
Realta Investment Advisors
Delaware
$831K -$17.1K -48 -2%
AAM
1395
Aureus Asset Management
Massachusetts
$829K -$12.5K -35 -1%
CPSC
1396
Carl P. Sherr & Co
Massachusetts
$829K -$18.1K -51 -2%
AWM
1397
Accurate Wealth Management
Florida
$826K +$4.27K +12 +0.6%
PWP
1398
Ponta Wealth Partners
Florida
$823K +$28.1K +79 +4%
KCM
1399
Kathmere Capital Management
Pennsylvania
$823K +$323K +909 +65%
PL
1400
Plancorp LLC
Missouri
$821K +$61.2K +172 +9%

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.