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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
FCIM
2076
Fairview Capital Investment Management
California
$253K +$12.5K +35 +5%
HPM
2077
Hoxton Planning & Management
West Virginia
$252K -$5.34K -15 -2%
FUBT
2078
First United Bank & Trust
Maryland
$251K
BOSSRA
2079
B.O.S.S. Retirement Advisors
Utah
$251K +$250K +703 New
BBNB
2080
Baker Boyer National Bank
Washington
$251K -$35.6K -100 -12%
B
2081
Bayban
Minnesota
$251K
VCM
2082
Vines Capital Management
Louisiana
$251K +$5.69K +16 +2%
DDPIC
2083
Deroy & Devereaux Private Investment Counsel
Michigan
$251K -$81.5K -229 -25%
RMC
2084
Resources Management Corp
Connecticut
$251K
EFA
2085
Evernest Financial Advisors
Indiana
$251K
SWM
2086
Stronghold Wealth Management
Florida
$250K +$6.76K +19 +3%
SRM
2087
Shelter Rock Management
New York
$250K -$1.86M -5,221 -88%
CFP
2088
Cascade Financial Partners
California
$249K
HBS
2089
Howard Bailey Securities
Indiana
$249K +$247K +695 New
PFM
2090
Patton Fund Management
Texas
$248K
SC
2091
Steph & Co
Wisconsin
$247K +$7.83K +22 +3%
HAIM
2092
Hunter Associates Investment Management
Pennsylvania
$247K +$1.07K +3 +0.4%
GB
2093
Goepper Burkhardt
South Carolina
$246K +$8.9K +25 +4%
SMA
2094
Sage Mountain Advisors
Georgia
$246K -$3.09M -8,686 -93%
CWM
2095
Cahaba Wealth Management
Georgia
$246K -$28.8K -81 -11%
CPA
2096
Cardiff Park Advisors
California
$246K +$244K +687 New
DPI
2097
Diversified Portfolios Inc
Michigan
$244K -$27.8K -78 -10%
DT
2098
DV Trading
Illinois
$243K +$142K +400 +143%
BMWS
2099
Brady Martz Wealth Solutions
North Dakota
$243K +$242K +680 New
MF
2100
Manchester Financial
California
$243K

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.