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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
HWP
1701
Hibernia Wealth Partners
Louisiana
$474K +$33.1K +93 +8%
AWAG
1702
ARS Wealth Advisors Group
Florida
$469K -$18.5K -52 -4%
AI
1703
Accredited Investors
Minnesota
$469K -$199K -560 -30%
SNB
1704
Security National Bank
Nebraska
$468K -$8.19K -23 -2%
FAG
1705
Fortitude Advisory Group
Washington
$467K -$33.5K -94 -7%
CAC
1706
Certified Advisory Corp
Florida
$467K +$22.1K +62 +5%
KWM
1707
Kassira Wealth Management
Tennessee
$466K -$1.42K -4 -0.3%
EI
1708
Ellevest Inc
New York
$466K +$7.47K +21 +2%
MAM
1709
Mainsail Asset Management
Alabama
$466K +$463K +1,302 New
FWP
1710
Firethorn Wealth Partners
Georgia
$465K -$48.4K -136 -9%
MIC
1711
Meridian Investment Counsel
California
$465K
MCM
1712
McRae Capital Management
New Jersey
$465K
TCM
1713
TruNorth Capital Management
Michigan
$465K +$18.5K +52 +4%
KBFS
1714
Kohmann Bosshard Financial Services
Ohio
$462K
TM
1715
TigerOak Management
New Mexico
$461K
KFI
1716
Key Financial Inc
Pennsylvania
$461K +$78.6K +221 +21%
HWM
1717
HFR Wealth Management
New York
$459K
TWM
1718
TCFG Wealth Management
California
$458K -$285K -800 -38%
FAN
1719
Financial Advisors Network
California
$458K +$160K +449 +54%
TIA
1720
TCFG Investment Advisors
California
$458K +$456K +1,281 New
EPM
1721
Elm Partners Management
Pennsylvania
$458K
FMLI
1722
Fukoku Mutual Life Insurance
Japan
$458K
PK
1723
Pflug Koory
Nebraska
$454K -$25.6K -72 -5%
TCM
1724
Traynor Capital Management
Pennsylvania
$454K -$97.9K -275 -17%
EIP
1725
Ellis Investment Partners
Pennsylvania
$454K +$154K +434 +52%

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.