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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
AA
1626
Alta Advisers
United Kingdom
$537K
CB
1627
Community Bank
New York
$536K +$21K +59 +4%
PWW
1628
Pettyjohn Wood & White
Virginia
$535K
MSWA
1629
Marshall & Sterling Wealth Advisors
New York
$534K -$27.4K -77 -5%
EWP
1630
Elevation Wealth Partners
California
$534K +$5.34K +15 +1%
AO
1631
Advisor OS
Illinois
$533K +$91.5K +257 +21%
RGF
1632
Retirement Guys Formula
Ohio
$533K -$1.8M -5,044 -77%
HCM
1633
Howard Capital Management
Georgia
$533K -$524K -1,472 -50%
AFS
1634
Anderson Financial Strategies
Ohio
$532K -$25.6K -72 -5%
JWM
1635
JPL Wealth Management
Colorado
$532K +$211K +593 +66%
AIM
1636
Alhambra Investment Management
Florida
$531K -$39.1K -110 -7%
FWP
1637
Forefront Wealth Partners
Texas
$531K -$1.42K -4 -0.3%
VCP
1638
Verus Capital Partners
Arizona
$530K -$30.2K -85 -5%
FHA
1639
Flagship Harbor Advisors
Massachusetts
$529K +$2.49K +7 +0.5%
ESC
1640
Eurizon SLJ Capital
$529K +$16.4K +46 +3%
APG
1641
Abacus Planning Group
South Carolina
$528K -$25.6K -72 -5%
NFC
1642
Northstar Financial Companies
Pennsylvania
$526K -$38.8K -109 -7%
DDC
1643
DF Dent & Co
Maryland
$525K
UAML
1644
US Asset Management LLC
Pennsylvania
$523K -$6.76K -19 -1%
SFS
1645
Summit Financial Strategies
Ohio
$522K -$10.7K -30 -2%
BOH
1646
Bank of Hawaii
Hawaii
$522K -$3.56K -10 -0.7%
EFM
1647
E Fund Management
China
$520K +$518K +1,455 New
SL
1648
Sentinus LLC
Illinois
$519K +$153K +429 +42%
VCM
1649
Virtue Capital Management
Tennessee
$517K +$50.2K +141 +10%
SA
1650
Sonoma Allocations
California
$516K -$102K -286 -17%

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.