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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
CBB
1451
Citizens Business Bank
California
$749K -$6.05K -17 -0.8%
APP
1452
Avantax Planning Partners
Iowa
$748K +$19.6K +55 +3%
FPL
1453
Fortress Private Ledger
North Carolina
$746K -$235K -660 -24%
AP
1454
Advisortrust Partners
North Carolina
$745K +$89.3K +251 +14%
ACG
1455
Allen Capital Group
Nebraska
$740K +$467K +1,312 +173%
WG
1456
Wealth Group
North Carolina
$735K -$53K -149 -7%
AHB
1457
Abner Herrman & Brock
New Jersey
$733K +$4.63K +13 +0.6%
NP
1458
NorthRock Partners
Minnesota
$730K +$137K +386 +23%
AWM
1459
Aries Wealth Management
Maine
$728K
HDIM
1460
Hanson & Doremus Investment Management
Vermont
$725K -$23.8K -67 -3%
CP
1461
Clarendon Private
Massachusetts
$724K -$190K -533 -21%
HTIM
1462
Harbour Trust & Investment Management
Indiana
$724K
OWA
1463
Outlook Wealth Advisors
Texas
$723K +$1.78K +5 +0.2%
QWP
1464
Quotient Wealth Partners
Texas
$721K +$144K +406 +25%
KWMG
1465
King Wealth Management Group
Florida
$721K
ZIG
1466
Zuckerman Investment Group
Illinois
$716K
WT
1467
Washington Trust
Rhode Island
$713K +$79.4K +223 +13%
LCWP
1468
Legacy Capital Wealth Partners
Arkansas
$713K +$153K +431 +28%
MWS
1469
MFA Wealth Services
California
$712K +$23.5K +66 +3%
SLG
1470
Stanley-Laman Group
Pennsylvania
$712K +$276K +776 +64%
EFG
1471
Ethos Financial Group
Pennsylvania
$710K -$7.47K -21 -1%
FMC
1472
First Merchants Corp
Indiana
$709K -$8.19K -23 -1%
AGWCA
1473
Annis Gardner Whiting Capital Advisors
Florida
$709K +$53.7K +151 +8%
PSCM
1474
Per Stirling Capital Management
Texas
$708K +$205K +575 +41%
SWA
1475
Sax Wealth Advisors
New Jersey
$704K -$51.2K -144 -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.