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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
30.86%
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
MCM
1501
Manchester Capital Management
Vermont
$675K -$50.2K -141 -7%
LIA
1502
LBMC Investment Advisors
Tennessee
$674K -$9.61K -27 -1%
PCFFS
1503
Pacific Center for Financial Services
California
$673K +$3.56K +10 +0.5%
RFW
1504
Rainier Family Wealth
Washington
$672K -$136K -381 -17%
TIAA Trust, National Association
1505
TIAA Trust, National Association
North Carolina
$671K -$25.4M -71,481 -97%
AW
1506
Alteri Wealth
California
$668K +$27.4K +77 +4%
VWA
1507
Visionary Wealth Advisors
Illinois
$668K +$22.4K +63 +3%
SAM
1508
Smithbridge Asset Management
Pennsylvania
$667K -$724K -2,034 -52%
TCBWMS
1509
Texas Capital Bank Wealth Management Services
Texas
$667K +$65.1K +183 +11%
CC
1510
Courier Capital
New York
$664K +$1.78K +5 +0.3%
LCM
1511
LVM Capital Management
Michigan
$662K +$77.6K +218 +13%
PFA
1512
Pure Financial Advisors
California
$661K +$116K +327 +22%
UW
1513
Unique Wealth
Florida
$659K -$949K -2,667 -59%
PWC
1514
Pathfinder Wealth Consulting
North Carolina
$659K -$1.42K -4 -0.2%
WAM
1515
Wakefield Asset Management
Colorado
$658K
SCG
1516
Sonata Capital Group
Washington
$656K
FSA
1517
Fort Sheridan Advisors
Illinois
$655K -$100K -282 -13%
EWM
1518
Evermay Wealth Management
Virginia
$655K -$35.2K -99 -5%
CI
1519
Conning Inc
Connecticut
$654K -$105K -295 -14%
CIA
1520
Cascade Investment Advisors
Oregon
$654K -$55.2K -155 -8%
BOJHT
1521
Bank of Jackson Hole Trust
Wyoming
$653K +$174K +488 +36%
TAM
1522
Titleist Asset Management
Texas
$653K +$42K +118 +7%
SFP
1523
Shepherd Financial Partners
Massachusetts
$652K +$356 +1 +0.1%
IAS
1524
Integrity Advisory Solutions
Texas
$652K +$31.7K +89 +5%
RIA
1525
Regal Investment Advisors
Michigan
$650K +$11.7K +33 +2%

ETN Hedge Fund Activity: Q1 2026 in Review

2,509 of the 8,131 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.