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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
HCM
2301
Horrell Capital Management
Arkansas
$93K
AIM
2302
Arcadia Investment Management
Michigan
$90.8K
BIA
2303
Bell Investment Advisors
California
$90.8K +$11.7K +33 +15%
GWS
2304
Greykasell Wealth Strategies
California
$89.8K -$17.8K -50 -17%
BBPWM
2305
Blue Bell Private Wealth Management
Pennsylvania
$89.4K +$3.2K +9 +4%
SWIM
2306
Smallwood Wealth Investment Management
New Jersey
$89.4K
FC
2307
Fairscale Capital
New Hampshire
$88.3K
IAAG
2308
Innovative Asset Advisors Group
Connecticut
$87.6K +$87.2K +245 New
WETS
2309
Wealth Enhancement Trust Services
South Dakota
$86.6K -$37.4K -105 -30%
AWM
2310
Activest Wealth Management
Florida
$82.6K +$3.92K +11 +5%
KTC
2311
Kentucky Trust Company
Kentucky
$82.3K
SC
2312
Solstein Capital
California
$81.2K
CA
2313
Centerpoint Advisors
Massachusetts
$81K
SR
2314
Syntax Research
Florida
$80.5K
CCC
2315
Chelsea Counsel Company
California
$78.7K
WAS
2316
Winch Advisory Services
Wisconsin
$76.8K +$356 +1 +0.5%
SHIM
2317
Stone House Investment Management
Pennsylvania
$74.8K
AT
2318
Avalon Trust
New Mexico
$74K -$16.4K -46 -18%
FC
2319
Financial Consulate
Maryland
$73.3K
BAM
2320
BOCHK Asset Management
Hong Kong
$71.5K -$71.2K -200 -50%
LC
2321
Lavaca Capital
Texas
$71.5K
SWA
2322
SOA Wealth Advisors
New York
$71.5K
AT
2323
Arlington Trust
Alabama
$67.6K +$20.6K +58 +44%
TCM
2324
TD Capital Management
Tennessee
$67.2K +$7.47K +21 +13%
CHC
2325
City Holding Co
West Virginia
$66.9K

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.