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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
MWA
2201
Midland Wealth Advisors
Illinois
$210K +$209K +587 New
BAS
2202
Breakthru Advisory Services
Wisconsin
$209K +$208K +585 New
VW
2203
Vance Wealth
California
$209K +$208K +585 New
LA
2204
LVW Advisors
New York
$209K +$208K +584 New
MWA
2205
MN Wealth Advisors
Kansas
$209K -$36.3K -102 -15%
LOPW
2206
Live Oak Private Wealth
North Carolina
$209K +$208K +584 New
OC
2207
Oarsman Capital
Wisconsin
$209K -$34.2K -96 -14%
RW
2208
Ridgeline Wealth
Arizona
$208K +$207K +583 New
CWS
2209
Cypress Wealth Services
California
$208K +$207K +582 New
MWA
2210
Motive Wealth Advisors
Michigan
$208K +$207K +581 New
CCA
2211
Conservest Capital Advisors
Pennsylvania
$207K +$206K +580 New
RBC
2212
Roble Belko & Company
Pennsylvania
$207K -$35.6K -100 -15%
GWM
2213
Greenwich Wealth Management
Connecticut
$207K +$206K +579 New
HP
2214
Haven Private
Florida
$206K +$205K +577 New
SIA
2215
Strategic Investment Advisors
Michigan
$206K +$205K +577 New
TWM
2216
Tanager Wealth Management
United Kingdom
$206K +$205K +575 New
PCP
2217
Proficio Capital Partners
Massachusetts
$205K +$204K +574 New
PWMG
2218
Private Wealth Management Group
New Jersey
$205K +$35.6K +100 +21%
CTC
2219
Cetera Trust Company
Minnesota
$205K
TFM
2220
TFC Financial Management
Massachusetts
$204K -$14.9K -42 -7%
DCBT
2221
Dakota Community Bank & Trust
North Dakota
$204K -$8.19K -23 -4%
OPA
2222
Old Port Advisors
Maine
$204K +$203K +570 New
TC
2223
Truvestments Capital
Florida
$203K +$26.7K +75 +15%
PWP
2224
Perfromance Wealth Partners
Illinois
$203K -$49.5K -139 -20%
BC
2225
Barrett & Company
Rhode Island
$203K

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.