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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
BWL
1426
Bogart Wealth LLC
Virginia
$781K +$10.3K +29 +1%
SL
1427
SWMG LLC
Texas
$779K -$346K -973 -31%
E
1428
Evansbrook
Illinois
$778K +$774K +2,174 New
FBFS
1429
First Business Financial Services
Wisconsin
$777K +$59.4K +167 +8%
SPW
1430
Signet Private Wealth
Illinois
$776K +$21K +59 +3%
GIA
1431
Gladstone Institutional Advisory
Florida
$776K +$32.7K +92 +4%
DI
1432
Diligent Investors
California
$775K -$8.9K -25 -1%
SCM
1433
Sandler Capital Management
New York
$770K -$538K -1,513 -41%
AFP
1434
Ausdal Financial Partners
Iowa
$768K +$175K +492 +30%
SPWG
1435
Sage Private Wealth Group
Illinois
$766K +$31K +87 +4%
SW
1436
SteelPeak Wealth
California
$765K -$365K -1,027 -32%
NWAG
1437
Net Worth Advisory Group
Utah
$765K -$19.6K -55 -3%
RFA
1438
Register Financial Advisors
Georgia
$764K +$30.2K +85 +4%
RIA
1439
Richwood Investment Advisors
Ohio
$764K -$165K -465 -18%
WPA
1440
West Paces Advisors
Georgia
$762K -$95.4K -268 -11%
IP
1441
Indivisible Partners
Florida
$760K +$299K +841 +65%
EW
1442
Enzi Wealth
Texas
$760K
ET
1443
Equitable Trust
Tennessee
$756K +$222K +624 +42%
CWA
1444
CogentBlue Wealth Advisors
Tennessee
$755K +$712 +2 +0.1%
SFS
1445
Sowell Financial Services
Arkansas
$753K +$13.5K +38 +2%
MBC
1446
Michael Brady & Co
Ohio
$752K
HP
1447
Hartree Partners
New York
$751K +$747K +2,100 New
FFG
1448
Fiduciary Financial Group
California
$750K -$18.1K -51 -2%
CAL
1449
Capital Advisors Ltd
Ohio
$750K
LAM
1450
L2 Asset Management
Massachusetts
$749K +$48.8K +137 +7%

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.