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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
BAM
1976
BOS Asset Management
Illinois
$299K +$12.5K +35 +4%
CA
1977
COFG Advisors
Illinois
$299K +$3.92K +11 +1%
MBWA
1978
Marin Bay Wealth Advisors
California
$298K -$40.9K -115 -12%
Simplex Trading
1979
Simplex Trading
Illinois
$297K -$886K -2,491 -75%
IAMOG
1980
Investors Asset Management of Georgia
Georgia
$294K
CSI
1981
Cross Staff Investments
New York
$293K
SCA
1982
Sandy Cove Advisors
Massachusetts
$293K +$15.3K +43 +6%
SRC
1983
Sage Rhino Capital
California
$293K +$6.41K +18 +2%
CWA
1984
Consilium Wealth Advisory
Texas
$292K -$3.92K -11 -1%
IWP
1985
Invenio Wealth Partners
Florida
$292K -$48K -135 -14%
LFS
1986
Legacy Financial Strategies
Kansas
$291K +$19.2K +54 +7%
GSWA
1987
Good Steward Wealth Advisors
Tennessee
$291K -$39.1K -110 -12%
CGH
1988
CMG Global Holdings
Texas
$291K -$2.49K -7 -0.9%
FI
1989
FWG Investments
Kentucky
$290K +$289K +812 New
WFI
1990
West Family Investments
California
$290K -$374K -1,052 -56%
MA
1991
MJP Associates
Connecticut
$290K +$28.5K +80 +11%
AFA
1992
AA Financial Advisors
Ohio
$289K -$3.2K -9 -1%
LF
1993
Lantz Financial
Illinois
$289K +$11.7K +33 +4%
EL
1994
EWA LLC
Pennsylvania
$289K +$57.3K +161 +25%
ML
1995
Mayport LLC
Massachusetts
$288K +$31K +87 +12%
GWA
1996
Gratus Wealth Advisors
Virginia
$288K +$5.69K +16 +2%
SEP
1997
Signature Equity Partners
Ohio
$287K -$8.54K -24 -3%
VFG
1998
Victory Financial Group
Texas
$287K +$29.2K +82 +11%
SWGC
1999
Summit Wealth Group (Colorado)
Colorado
$286K +$39.1K +110 +16%
HKAM
2000
Horizon Kinetics Asset Management
New York
$285K -$4.98K -14 -2%

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.