We are live on ! Find out more

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
FDDB
1951
Fidelity D&D Bancorp
Pennsylvania
$311K
HI
1952
HBK Investments
Texas
$311K +$309K +869 New
TWM
1953
Thrive Wealth Management
Pennsylvania
$310K -$21K -59 -6%
JGUA
1954
John G. Ullman & Associates
New York
$310K
4WM
1955
49 Wealth Management
Texas
$310K +$309K +868 New
BA
1956
Bellwether Advisors
Nebraska
$309K -$34.9K -98 -10%
TH
1957
TCTC Holdings
Texas
$309K
MAA
1958
Matrix Asset Advisors
New York
$308K
HWA
1959
HHM Wealth Advisors
Tennessee
$308K +$28.5K +80 +10%
HNB
1960
Hilltop National Bank
Wyoming
$308K -$7.83K -22 -2%
GC
1961
Gibson Capital
Pennsylvania
$307K +$28.1K +79 +10%
RIM
1962
Redwood Investment Management
Arizona
$307K +$1.07K +3 +0.4%
EIA
1963
Edgemoor Investment Advisors
Maryland
$305K
WAG
1964
Wallace Advisory Group
California
$305K +$29.5K +83 +11%
SFG
1965
SNS Financial Group
Minnesota
$304K +$1.07K +3 +0.4%
CWG
1966
Crown Wealth Group
North Carolina
$304K +$13.2K +37 +5%
RFO
1967
RiverGlades Family Offices
Florida
$304K +$302K +849 New
RCM
1968
Radnor Capital Management
Pennsylvania
$303K
XF
1969
XML Financial
Maryland
$302K -$111K -311 -27%
WA
1970
Westfuller Advisors
New York
$302K -$712 -2 -0.2%
WKWM
1971
Walter & Keenan Wealth Management
Indiana
$301K +$4.98K +14 +2%
ISFAN
1972
Investor's Fiduciary Advisor Network
Washington
$301K +$300K +843 New
BPFA
1973
Barnes Pettey Financial Advisors
Mississippi
$301K +$10.7K +30 +4%
ELM
1974
Elite Life Management
Florida
$300K +$2.85K +8 +1%
SFG
1975
Sovereign Financial Group
Connecticut
$299K -$44.8K -126 -13%

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.