We are live on ! Find out more

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
RWM
1526
Rialto Wealth Management
New York
$649K -$73.7K -207 -10%
SMBT
1527
Southern Michigan Bank & Trust
Michigan
$648K +$645K +1,812 New
FWI
1528
Facet Wealth Inc
Maryland
$648K +$283K +794 +78%
EW
1529
Evexia Wealth
Wisconsin
$647K +$10.3K +29 +2%
CRI
1530
Colonial River Investments
Virginia
$646K -$31.3K -88 -5%
CFMC
1531
Curbstone Financial Management Corp
New Hampshire
$644K -$17.8K -50 -3%
TWM
1532
Trueblood Wealth Management
Ohio
$643K +$4.98K +14 +0.8%
EHC
1533
Everett Harris & Co
California
$643K -$99.3K -279 -13%
QC
1534
Quent Capital
New York
$643K +$6.41K +18 +1%
TSW
1535
Three Seasons Wealth
Utah
$642K +$13.2K +37 +2%
PCA
1536
Prosperity Capital Advisors
Ohio
$641K -$57.7K -162 -8%
GFG
1537
Goldstone Financial Group
Illinois
$641K -$142K -400 -18%
PWP
1538
Phillips Wealth Planners
Mississippi
$640K -$14.2K -40 -3%
PAS
1539
PKS Advisory Services
New York
$639K +$16.4K +46 +3%
ACGA
1540
Atlanta Consulting Group Advisors
Georgia
$639K -$130K -366 -17%
LBC
1541
Leigh Baldwin & Co
New York
$639K
TC
1542
TFR Capital
Texas
$637K +$154K +434 +32%
SDWMA
1543
Schneider Downs Wealth Management Advisors
Pennsylvania
$637K -$12.5K -35 -2%
WIC
1544
Woodmont Investment Counsel
Tennessee
$636K +$32.7K +92 +5%
NWWA
1545
New Wave Wealth Advisors
Arkansas
$636K +$238K +670 +60%
CFG
1546
Carr Financial Group
Massachusetts
$635K +$1.42K +4 +0.2%
IA
1547
Insight Advisors
Pennsylvania
$634K +$7.47K +21 +1%
PE
1548
PCM Encore
Colorado
$633K +$54.1K +152 +9%
AA
1549
Advisory Alpha
Michigan
$633K +$127K +357 +25%
SC
1550
Sapient Capital
Indiana
$622K -$169K -474 -21%

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.