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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
AIA
2226
Accelerate Investment Advisors
California
$203K +$202K +568 New
EGWAG
2227
Elwood & Goetz Wealth Advisory Group
Georgia
$202K +$201K +565 New
HBWM
2228
Hollow Brook Wealth Management
New York
$202K +$201K +565 New
BLC
2229
Brown, Lisle/Cummings
Rhode Island
$202K +$29.9K +84 +17%
SC
2230
Sierra Capital
Florida
$202K +$201K +564 New
KFS
2231
Kelly Financial Services
Massachusetts
$202K +$201K +564 New
AGC
2232
August Group Capital
$201K +$200K +563 New
WFAG
2233
Wescott Financial Advisory Group
Pennsylvania
$201K +$200K +562 New
WTFG
2234
Wood Tarver Financial Group
Idaho
$201K +$200K +562 New
MWP
2235
Meredith Wealth Planning
Illinois
$201K +$200K +561 New
WBC
2236
West Branch Capital
Massachusetts
$198K -$11.7K -33 -6%
CA
2237
Crewe Advisors
Utah
$192K +$10.7K +30 +6%
PAM
2238
Parvin Asset Management
South Dakota
$190K
WIM
2239
Westside Investment Management
California
$189K
GAA
2240
Global Assets Advisory
Florida
$189K +$188K +528 New
PWA
2241
Provenance Wealth Advisors
Florida
$187K
DMBA
2242
Deseret Mutual Benefit Administrators
Utah
$180K +$79.7K +224 +80%
WAG
2243
Wilkerson Advisory Group
Missouri
$179K +$168K +471 +1,570%
WSFG
2244
Wall Street Financial Group
Illinois
$179K +$178K +500 New
GG
2245
Gleason Group
Kentucky
$172K +$712 +2 +0.4%
BL
2246
BFSG LLC
California
$171K +$4.98K +14 +3%
PSB
2247
Piscataqua Savings Bank
New Hampshire
$170K -$11.4K -32 -6%
TFIPS
2248
Towarzystwo Funduszy Inwestycyjnych PZU SA
$170K -$17.8K -50 -10%
FMP
2249
Financial Management Professionals
Texas
$166K +$1.42K +4 +0.9%
KC
2250
Knuff & Co
California
$162K -$1.07K -3 -0.7%

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.