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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
HNW
2426
High Note Wealth
Minnesota
$19.7K +$6.41K +18 +49%
VWM
2427
Valley Wealth Managers
New Jersey
$19.3K -$89K -250 -82%
PP
2428
Pacifica Partners
Canada
$18.6K
CFM
2429
Cornerstone Financial Management
Massachusetts
$18.6K +$1.07K +3 +6%
GWSA
2430
Global Wealth Strategies & Associates
Colorado
$18.2K +$6.41K +18 +55%
HWM
2431
Horizons Wealth Management
North Carolina
$17.9K
MS
2432
Monetary Solutions
Ohio
$17.9K
PP
2433
PFS Partners
New Jersey
$17.7K
LAMC
2434
Longview Asset Management (California)
California
$17.5K
MWPCG
2435
Measured Wealth Private Client Group
New Hampshire
$17.5K
LAM
2436
Lummis Asset Management
Texas
$17.2K
HFS
2437
Horizon Financial Services
North Carolina
$16.8K +$10.3K +29 +161%
HI
2438
Hoey Investments
Pennsylvania
$16.1K +$5.34K +15 +50%
MWA
2439
Medallion Wealth Advisors
Connecticut
$16.1K
BFS
2440
Bare Financial Services
Pennsylvania
$16.1K +$3.2K +9 +25%
SFCL
2441
Strengthening Families & Communities LLC
Massachusetts
$15.6K -$6.76K -19 -31%
1NWS
2442
1 North Wealth Services
Maryland
$15.4K
DWM
2443
Dogwood Wealth Management
Kansas
$15.4K +$5.69K +16 +59%
MAFA
2444
MJT & Associates Financial Advisory
Minnesota
$15K
CWM
2445
Consultiva Wealth Management
Puerto Rico
$15K
OCM
2446
Osbon Capital Management
Massachusetts
$14.7K
IW
2447
Imprint Wealth
South Carolina
$14.3K -$17.4K -49 -55%
ACA
2448
American Capital Advisory
Idaho
$14.3K +$1.07K +3 +8%
HFS
2449
Hughes Financial Services
Virginia
$14.3K +$1.07K +3 +8%
CMP
2450
Coston McIsaac & Partners
Maine
$14K

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.