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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
HB
2001
Horizon Bancorp
Indiana
$285K +$65.8K +185 +30%
Twin Tree Management
2002
Twin Tree Management
Texas
$285K -$3.96M -11,117 -93%
ABWM
2003
Alpine Bank Wealth Management
Colorado
$285K
FSAG
2004
Financial Solutions Advisory Group
Illinois
$285K +$283K +796 New
AGC
2005
Aspen Grove Capital
Colorado
$284K +$3.56K +10 +1%
PB
2006
Pinnacle Bancorp
Nebraska
$284K +$81.1K +228 +40%
RPGK
2007
Retirement Planning Group (Kansas)
Kansas
$282K -$25.3K -71 -8%
RMCM
2008
Reynders McVeigh Capital Management
Massachusetts
$282K -$37.7K -106 -12%
NRW
2009
Nova R Wealth
Kansas
$282K +$6.05K +17 +2%
AA
2010
Auxano Advisors
Washington
$282K -$1.07K -3 -0.4%
VNT
2011
Vanguard National Trust
Pennsylvania
$282K +$280K +788 New
ZCP
2012
Z3 Capital Partners
Virginia
$281K -$17.8K -50 -6%
CCA
2013
Cadent Capital Advisors
Oklahoma
$281K
MAM
2014
McLean Asset Management
Virginia
$280K +$5.34K +15 +2%
SFS
2015
Symphony Financial Services
Ohio
$280K
PPC
2016
Pennington Partners & Co
Maryland
$280K +$279K +783 New
NG
2017
Novem Group
New York
$279K -$23.1K -65 -8%
MSCM
2018
McElhenny Sheffield Capital Management
Texas
$279K -$26.7K -75 -9%
GCM
2019
GKV Capital Management
California
$279K +$278K +780 New
CCG
2020
Coastwise Capital Group
California
$278K +$277K +778 New
T
2021
TrueFG
Texas
$277K
CCG
2022
Ceeto Capital Group
Florida
$276K
HR
2023
Hardy Reed
Mississippi
$275K +$10.3K +29 +4%
CPCM
2024
Cardinal Point Capital Management
Ontario, Canada
$275K +$26.7K +75 +11%
DWM
2025
Daner Wealth Management
Georgia
$275K -$77.9K -219 -24%

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.