We are live on ! Find out more

2,508 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, 876 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: 876

15% more call options, than puts

Call options by funds: $1.83B | Put options by funds: $1.59B

2% more funds holding

Funds holding: 2,4582,508 (+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
2,508
Holders Change
+50
Holders Change %
+2.03%
% of All Funds
30.85%
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
876
Closed
154
Calls
$1.83B
Puts
$1.59B
Net Calls
+$244M
Net Calls Change
+$432M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
2176
Diversify Advisory Services
Utah
$218K -$698K -1,960 -79%
ACM
2177
Avalon Capital Management
California
$217K +$216K +608 New
BWM
2178
BlackDiamond Wealth Management
New York
$216K +$215K +604 New
ONST
2179
Old North State Trust
North Carolina
$216K +$215K +603 New
SP
2180
Sequent Planning
Nebraska
$216K +$215K +604 New
FCM
2181
Fell Capital Management
California
$215K -$26.7K -75 -11%
FIB
2182
First Interstate Bank
Montana
$215K +$214K +600 New
FZCM
2183
Flynn Zito Capital Management
New York
$215K +$214K +600 New
MWM
2184
Mattern Wealth Management
Kansas
$215K +$214K +600 New
OCWP
2185
Owl Creek Wealth Partners
Colorado
$215K +$214K +600 New
TAM
2186
Townsend Asset Management
North Carolina
$214K +$213K +599 New
AW
2187
Avion Wealth
Texas
$214K -$43.8K -123 -17%
EC
2188
Elequin Capital
New York
$214K +$212K +597 New
GWMIA
2189
Global Wealth Management Investment Advisory
Florida
$213K +$212K +597 New
CSA
2190
Cottage Street Advisors
Massachusetts
$213K +$212K +596 New
AWA
2191
A4 Wealth Advisors
North Carolina
$212K -$160K -450 -43%
BDF
2192
Black Diamond Financial
Maryland
$212K +$211K +592 New
MWM
2193
Maridea Wealth Management
New York
$212K +$211K +592 New
MSWM
2194
Mowery & Schoenfeld Wealth Management
Illinois
$211K
CM
2195
Castleark Management
Illinois
$211K -$15.6M -43,924 -99%
RWM
2196
Refined Wealth Management
Utah
$211K -$18.1K -51 -8%
SIG
2197
Sargent Investment Group
Maryland
$211K +$210K +590 New
AFAS
2198
Acorn Financial Advisory Services
Virginia
$211K +$210K +589 New
BWP
2199
Baldwin Wealth Partners
Massachusetts
$210K -$991K -2,784 -83%
SCA
2200
Stokes Capital Advisors
South Carolina
$210K -$65.5K -184 -24%

ETN Hedge Fund Activity: Q1 2026 in Review

2,508 of the 8,130 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 876 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.

  • 2,508 institutional investors held Eaton (ETN) as of Q1 2026, up from 2,458 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.