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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
LWM
1676
Lyell Wealth Management
California
$490K +$80.1K +225 +20%
AWA
1677
Arbor Wealth Advisors
Michigan
$489K
FNBTCON
1678
First National Bank & Trust Co of Newtown
Pennsylvania
$487K -$67.6K -190 -12%
MSRI
1679
Michael S. Ryan Inc
New York
$486K +$101K +285 +27%
PPC
1680
Park Place Capital
Alabama
$486K +$147K +412 +43%
BMC
1681
Beaton Management Company
Massachusetts
$486K +$17.8K +50 +4%
DIM
1682
DLK Investment Management
California
$486K +$2.13K +6 +0.4%
VCAM
1683
Van Cleef Asset Management
Ohio
$483K
ANTB
1684
AMG National Trust Bank
Colorado
$482K +$8.19K +23 +2%
CT
1685
Caldwell Trust
Florida
$481K +$3.56K +10 +0.7%
OL
1686
Odyssean LLC
Connecticut
$481K +$479K +1,345 New
JFGIW
1687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$480K +$21.7K +61 +5%
XT
1688
XTX Topco
Cayman Islands
$480K -$11.6M -32,568 -96%
CT
1689
ClearAlpha Technologies
Connecticut
$480K -$2.64M -7,406 -85%
HPA
1690
High Probability Advisors
New York
$479K +$39.9K +112 +9%
RA
1691
Rise Advisors
New York
$478K -$96.8K -272 -17%
PCH
1692
PGIM Custom Harvest
New Jersey
$478K +$16.7K +47 +4%
AWM
1693
Avaii Wealth Management
Wisconsin
$478K +$475K +1,335 New
BBA
1694
BLB&B Advisors
Pennsylvania
$477K -$30.6K -86 -6%
ML
1695
McAdam LLC
Pennsylvania
$477K +$45.9K +129 +11%
TCM
1696
Tufton Capital Management
Maryland
$477K +$3.2K +9 +0.7%
BFA
1697
Beaumont Financial Advisors
Massachusetts
$476K +$1.07K +3 +0.2%
CAWM
1698
Capital Advisors Wealth Management
Washington
$475K +$1.78K +5 +0.4%
FFP
1699
FourThought Financial Partners
Florida
$475K +$92.5K +260 +24%
WCM
1700
Weaver Capital Management
Georgia
$475K -$57.7K -162 -11%

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.