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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
HKIM
1801
Hayek Kallen Investment Management
Alabama
$392K +$390K +1,096 New
PTC
1802
Philadelphia Trust Company
Pennsylvania
$391K
AWM
1803
Atticus Wealth Management
Florida
$390K -$6.41K -18 -2%
OL
1804
OneFund LLC
Florida
$390K -$28.1K -79 -7%
AA
1805
Aire Advisors
California
$390K -$47.3K -133 -11%
S
1806
Sunpointe
Missouri
$389K +$11.4K +32 +3%
SWM
1807
SHP Wealth Management
Massachusetts
$388K -$44.8K -126 -10%
NC
1808
nVerses Capital
Florida
$388K +$386K +1,084 New
TGIA
1809
Torrey Growth & Income Advisors
California
$387K
HPBT
1810
Hickory Point Bank & Trust
Illinois
$386K +$2.49K +7 +0.7%
5W
1811
5T Wealth
California
$385K -$44.1K -124 -10%
CBT
1812
Crews Bank & Trust
Florida
$385K
PIA
1813
Perennial Investment Advisors
California
$385K +$52.7K +148 +16%
RFP
1814
Root Financial Partners
California
$384K +$202K +568 +112%
CPWA
1815
Cerro Pacific Wealth Advisors
California
$384K +$40.6K +114 +12%
EFG
1816
Embree Financial Group
Illinois
$384K +$29.9K +84 +8%
S
1817
Storgate
Texas
$383K +$381K +1,071 New
FWA
1818
FSM Wealth Advisors
Ohio
$383K -$81.5K -229 -18%
AIM
1819
Anchor Investment Management
South Carolina
$382K +$2.49K +7 +0.7%
CC
1820
Clearwave Capital
California
$381K +$1.07K +3 +0.3%
FM
1821
Family Management
New York
$380K -$32.4K -91 -8%
VAMG
1822
Voisard Asset Management Group
Michigan
$379K +$11K +31 +3%
HWA
1823
Heartwood Wealth Advisors
Virginia
$377K -$356 -1 -0.1%
RWM
1824
RMG Wealth Management
Wisconsin
$377K +$2.85K +8 +0.9%
FA
1825
FSA Advisors
Michigan
$377K +$13.2K +37 +4%

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.