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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
RPWA
1576
Regent Peak Wealth Advisors
Georgia
$593K +$3.92K +11 +0.7%
MCM
1577
Monument Capital Management
Virginia
$593K -$94.3K -265 -14%
KP
1578
Keel Point
Alabama
$590K -$251K -704 -30%
AI
1579
Arvest Investments
Arkansas
$590K +$285K +800 +94%
LI
1580
LVZ Inc
Michigan
$589K +$8.54K +24 +1%
JIC
1581
Joel Isaacson & Co
New York
$587K
UB
1582
Umpqua Bank
Oregon
$585K
CA
1583
Crumly & Associates
Illinois
$585K +$84.3K +237 +17%
CAM
1584
Columbia Asset Management
Michigan
$583K -$44.5K -125 -7%
DE
1585
Diversified Enterprises
Delaware
$583K -$47.7K -134 -8%
V
1586
ViaWealth
Kansas
$582K
CCA
1587
Childress Capital Advisors
Texas
$581K -$97.2K -273 -14%
MAMU
1588
Myriad Asset Management US
Florida
$580K +$63.7K +179 +12%
AG
1589
AlTi Global
New York
$580K -$31.7K -89 -5%
VBCG
1590
Valley Brook Capital Group
Pennsylvania
$579K +$51.6K +145 +10%
SB
1591
Strategic Blueprint
Georgia
$579K -$49.8K -140 -8%
WA
1592
WBH Advisory
Maryland
$578K -$10.7K -30 -2%
SCM
1593
Schnieders Capital Management
California
$575K +$30.6K +86 +6%
HWA
1594
Heritage Wealth Advisors
Virginia
$575K -$2.98M -8,386 -84%
CASB
1595
Cape Ann Savings Bank
Massachusetts
$574K +$571K +1,605 New
RB
1596
Rodgers Brothers
Pennsylvania
$574K -$125K -350 -18%
BFC
1597
Bedel Financial Consulting
Indiana
$570K
COFSG
1598
Carbahal Olsen Financial Services Group
California
$568K -$1.42K -4 -0.3%
KWM
1599
KFG Wealth Management
Indiana
$566K +$6.41K +18 +1%
PL
1600
Perpetual Ltd
Australia
$566K -$204K -573 -27%

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.