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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
BBA
1601
Baader Bank Aktiengesellschaft
Germany
$564K -$1.94M -5,461 -78%
AWA
1602
AGH Wealth Advisors
Kansas
$563K +$45.9K +129 +9%
NS
1603
NBC Securities
Alabama
$563K +$72.2K +203 +15%
EFMC
1604
Empire Financial Management Company
New York
$561K
LSPW
1605
Lake Street Private Wealth
Illinois
$560K -$2.49K -7 -0.4%
PF
1606
Prota Financial
Texas
$560K +$86.8K +244 +18%
DWM
1607
Drive Wealth Management
Utah
$558K +$85.8K +241 +18%
LA
1608
Legacy Advisors
Pennsylvania
$558K +$1.07K +3 +0.2%
TAP
1609
TSG Advice Partners
Ohio
$553K +$322K +905 +141%
OCM
1610
One Capital Management
California
$552K +$48.4K +136 +10%
CWM
1611
Connecticut Wealth Management
Connecticut
$551K +$37.4K +105 +7%
TLCM
1612
Twin Lakes Capital Management
California
$550K
CFS
1613
Commonwealth Financial Services
West Virginia
$549K +$29.2K +82 +6%
MHR
1614
Matthew Hamilton Rosenberg
$549K +$27.8K +78 +5%
DCM
1615
Dudley Capital Management
Virginia
$549K +$35.6K +100 +7%
CA
1616
Continuum Advisory
Idaho
$548K -$2.96M -8,308 -84%
FRM
1617
Fox Run Management
Connecticut
$546K -$1.29M -3,620 -70%
FCFC
1618
First Commonwealth Financial Corp
Pennsylvania
$545K +$1.78K +5 +0.3%
LT
1619
Legacy Trust
Michigan
$544K +$542K +1,522 New
CWM
1620
Centurion Wealth Management
Virginia
$543K +$1.78K +5 +0.3%
PA
1621
Perennial Advisors
New York
$542K
PWG
1622
Portside Wealth Group
Utah
$540K +$194K +544 +56%
TA
1623
TrueWealth Advisors
Alabama
$538K -$47.7K -134 -8%
HC
1624
Hourglass Capital
Texas
$537K -$320K -900 -38%
OGC
1625
Oak Grove Capital
New Hampshire
$537K -$142K -400 -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.