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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
HCA
1901
Harbour Capital Advisors
Virginia
$336K +$7.12K +20 +3%
JF
1902
Joule Financial
Kentucky
$334K -$5.34K -15 -2%
JFGLC
1903
Johnson Financial Group LLC (Colorado)
Colorado
$334K +$332K +933 New
NHC
1904
Nicholas Hoffman & Company
Georgia
$332K -$8.54K -24 -3%
MEG
1905
Millstone Evans Group
Colorado
$332K +$13.9K +39 +4%
QFW
1906
QTR Family Wealth
Florida
$330K -$11.4K -32 -4%
WDA
1907
Wendell David Associates
New Hampshire
$330K
CFO
1908
Collective Family Office
Pennsylvania
$330K -$361K -1,015 -52%
TW
1909
TritonPoint Wealth
Maryland
$329K -$2.13K -6 -0.6%
JRPCML
1910
J. R. Prunier Capital Management LLC
Massachusetts
$329K -$283K -795 -46%
FCM
1911
Fourpath Capital Management
Oklahoma
$329K +$22.8K +64 +7%
EWM
1912
Endowment Wealth Management
Wisconsin
$328K +$38.1K +107 +13%
AIFAIM
1913
American Institute for Advanced Investment Management
Arizona
$328K
SCM
1914
SCS Capital Management
Massachusetts
$324K -$86.1K -242 -21%
IFA
1915
Index Fund Advisors
California
$324K -$712 -2 -0.2%
CCMG
1916
Connecticut Capital Management Group
Connecticut
$324K +$712 +2 +0.2%
LW
1917
Linscomb Wealth
Texas
$324K -$583K -1,638 -64%
SIM
1918
SSI Investment Management
California
$323K
LWM
1919
Liberty Wealth Management
California
$323K +$39.5K +111 +14%
GAM
1920
Grandview Asset Management
Pennsylvania
$323K -$27.8K -78 -8%
FOA
1921
Five Oceans Advisors
California
$323K -$356 -1 -0.1%
SPWM
1922
Schrum Private Wealth Management
Florida
$323K
FMTC
1923
Farmers & Merchants Trust Company
California
$323K
CA
1924
Calton & Associates
Florida
$323K -$214K -601 -40%
BIG
1925
Brookwood Investment Group
Arizona
$322K -$183K -515 -36%

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.