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2,522 hedge funds and large institutions have $116B invested in Eaton in 2026 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,068 increasing their positions, 880 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 250 | Existing positions closed: 153

23% more funds holding in top 10

Funds holding in top 10: 3948 (+9)

21% more repeat investments, than reductions

Existing positions increased: 1,068 | Existing positions reduced: 880

15% more call options, than puts

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

2% more funds holding

Funds holding: 2,4632,522 (+59)

14.06% less ownership

Funds ownership: 98.03%83.97% (-14%)

28% less capital invested

Capital invested by funds: $162B → $116B (-$45.5B)

Holders
2,522
Holders Change
+59
Holders Change %
+2.4%
% 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
250
Increased
1,068
Reduced
880
Closed
153
Calls
$1.83B
Puts
$1.59B
Net Calls
+$244M
Net Calls Change
+$432M
Name Holding Trade Value Shares
Change
Change in
Stake
USB
2276
Union Savings Bank
Connecticut
$144K
RFA
2277
Reyes Financial Architecture
California
$143K -$71.2K -200 -33%
CAM
2278
Costello Asset Management
Pennsylvania
$139K
PB
2279
Prosperity Bancshares
Texas
$139K +$75.8K +213 +121%
KB
2280
Kimelman & Baird
New York
$138K
BW
2281
Bravera Wealth
North Dakota
$138K -$712 -2 -0.5%
ATC
2282
Adirondack Trust Company
New York
$137K -$6.05K -17 -4%
KA
2283
Kozak & Associates
Colorado
$133K
LIA
2284
Limestone Investment Advisors
New York
$132K +$132K +370 New
EWM
2285
Evolution Wealth Management
Florida
$131K +$85.4K +240 +189%
EP
2286
Essential Partners
California
$127K -$3.56K -10 -3%
AG
2287
AmeriFlex Group
Nevada
$122K
IWS
2288
Intentional Wealth Strategies
Colorado
$121K +$121K +339 New
FIM
2289
FWL Investment Management
Texas
$121K -$12.1M -33,990 -99%
HIW
2290
Holos Integrated Wealth
Pennsylvania
$120K
ECA
2291
Elevated Capital Advisors
Utah
$118K -$196K -550 -63%
MCM
2292
MV Capital Management
Maryland
$113K +$356 +1 +0.3%
CG
2293
Curat Global
New Hampshire
$113K
TWM
2294
Tripletail Wealth Management
Florida
$112K
SIC
2295
SJS Investment Consulting
Ohio
$111K -$33.8K -95 -23%
LCA
2296
Legend Capital Advisors
New York
$110K +$110K +308 New
PCM
2297
Penserra Capital Management
California
$108K +$97.2K +273 +827%
LWMI
2298
Legacy Wealth Management (Idaho)
Idaho
$108K +$3.2K +9 +3%
MWM
2299
Mascoma Wealth Management
New Hampshire
$106K +$356 +1 +0.3%
RG
2300
RHL Group
Michigan
$106K +$9.25K +26 +10%

ETN Hedge Fund Activity: Q1 2026 in Review

2,522 of the 8,172 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: 250 funds opened new ETN positions and 153 closed out — a net gain of 97 holders — while 1,068 added to existing stakes and 880 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.

  • 2,522 institutional investors held Eaton (ETN) as of Q1 2026, up from 2,463 in Q4 2025.
  • Funds reported $116B of Eaton stock for Q1 2026, down 28% quarter-over-quarter.
  • 250 funds opened new Eaton positions in Q1 2026 and 153 closed out, a net change of +97 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.