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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
WA
1476
WealthTrust Axiom
Pennsylvania
$702K
MHC
1477
May Hill Capital
Massachusetts
$701K +$330K +928 +90%
CWP
1478
Clark Wealth Partners
Illinois
$701K +$149K +420 +27%
GWAG
1479
Garrett Wealth Advisory Group
Texas
$699K +$152K +428 +28%
ST
1480
Spinnaker Trust
Maine
$699K -$54.1K -152 -7%
MAWA
1481
Moss Adams Wealth Advisors
Washington
$694K +$94K +264 +16%
RWMG
1482
Redwood Wealth Management Group
New Jersey
$692K -$3.56K -10 -0.5%
DBIA
1483
Dumont & Blake Investment Advisors
New Jersey
$692K
SFS
1484
Sharp Financial Services
Pennsylvania
$691K +$188K +527 +38%
NG
1485
Norden Group
Utah
$690K +$188K +529 +38%
CF
1486
Centaurus Financial
California
$688K +$193K +541 +39%
KOCAA
1487
Knights of Columbus Asset Advisors
Connecticut
$688K +$43.1K +121 +7%
SIA
1488
SeaBridge Investment Advisors
New Jersey
$688K +$369K +1,038 +117%
BWP
1489
Balboa Wealth Partners
Arizona
$687K +$10.7K +30 +2%
LCGC
1490
Legacy Capital Group California
California
$685K -$232K -652 -25%
SP
1491
SmartHarvest Portfolios
Washington
$683K -$109K -305 -14%
1M
1492
1248 Management
Missouri
$682K
TIA
1493
Traphagen Investment Advisors
New Jersey
$682K +$6.05K +17 +0.9%
CFO
1494
CVA Family Office
Colorado
$681K +$58.7K +165 +9%
FMWA
1495
Forvis Mazars Wealth Advisors
Missouri
$681K -$36.7K -103 -5%
SMH
1496
Sanders Morris Harris
Texas
$680K +$35.6K +100 +6%
PTP
1497
Platform Technology Partners
New York
$679K +$65.8K +185 +11%
RRA
1498
Red Reef Advisors
Florida
$677K -$35.6K -100 -5%
AFG
1499
Allegheny Financial Group
Pennsylvania
$677K +$8.54K +24 +1%
CL
1500
CSS LLC
Illinois
$676K +$673K +1,890 New

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.