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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
TC
1876
Trilogy Capital
California
$348K +$346K +973 New
NRC
1877
New Republic Capital
North Carolina
$347K -$212K -595 -38%
ICP
1878
Impact Capital Partners
Colorado
$347K -$4.98K -14 -1%
GWM
1879
Greenline Wealth Management
Florida
$346K +$173K +487 +101%
OWA
1880
Opal Wealth Advisors
New York
$346K +$42.7K +120 +14%
LC
1881
Landaas & Company
Wisconsin
$346K
OFW
1882
Omnia Family Wealth
Florida
$345K -$45.2K -127 -12%
ICP
1883
Interchange Capital Partners
Pennsylvania
$344K -$267K -751 -40%
DTC
1884
Davidson Trust Company
Washington
$343K +$27.8K +78 +9%
SFC
1885
SYM Financial Corp
Indiana
$342K +$54.1K +152 +19%
CPW
1886
Cove Private Wealth
New York
$342K
TF
1887
Tudor Financial
Ohio
$342K +$5.34K +15 +2%
NAS
1888
NWF Advisory Services
California
$342K -$10.7K -30 -3%
FCAS
1889
First Command Advisory Services
Texas
$341K +$32.4K +91 +11%
LWM
1890
Lakeridge Wealth Management
Ohio
$341K +$2.85K +8 +0.8%
PA
1891
Probity Advisors
Texas
$341K -$2.85K -8 -0.8%
SWA
1892
Stratos Wealth Advisors
Ohio
$340K -$17.1K -48 -5%
RW
1893
Rede Wealth
Virginia
$340K
TDC
1894
Thompson Davis & Co
Virginia
$340K
PS
1895
Portfolio Strategies
New York
$340K +$338K +950 New
JCM
1896
Jacobsen Capital Management
Utah
$339K +$7.12K +20 +2%
SWMG
1897
Sanchez Wealth Management Group
Florida
$338K +$1.07K +3 +0.3%
BWM
1898
BKM Wealth Management
Wisconsin
$337K
HC
1899
Headland Capital
South Carolina
$337K +$73.7K +207 +28%
BL
1900
Balentine LLC
Georgia
$337K -$9.25K -26 -3%

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.