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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
HC
2451
Hoese & Co
Minnesota
$9.3K
CMA
2452
Cedar Mountain Advisors
Oregon
$9.3K +$9.25K +26 New
CTWM
2453
Cherry Tree Wealth Management
Minnesota
$8.94K
MAS
2454
MPWM Advisory Solutions
Georgia
$8.94K
HIA
2455
HFM Investment Advisors
New Jersey
$8.23K -$7.83K -22 -49%
MCA
2456
McGuire Capital Advisors
Oklahoma
$7.87K +$6.41K +18 +450%
KFG
2457
Kingdom Financial Group
Arizona
$7.52K +$7.47K +21 New
LAS
2458
Lloyd Advisory Services
Georgia
$7.52K +$7.47K +21 New
AFG
2459
Albion Financial Group
Utah
$7.51K +$3.56K +10 +91%
HIC
2460
Hamrick Investment Counsel
Washington
$7.15K +$7.12K +20 New
CJ
2461
Caitlin John
Michigan
$7.15K -$356 -1 -5%
OAJ
2462
Ogorek Anthony Joseph
New York
$7K +$356 +1 +5%
SIM
2463
Synergy Investment Management
Florida
$6.8K +$6.76K +19 New
T
2464
Tidemark
California
$6.44K +$1.07K +3 +20%
RWS
2465
Retirement Wealth Solutions
Wisconsin
$6.08K +$4.63K +13 +325%
CWA
2466
Carolina Wealth Advisors
South Carolina
$6.08K
FW
2467
Fairway Wealth
Ohio
$6.08K
NWM
2468
Navigoe Wealth Management
California
$6K
SFG
2469
Strive Financial Group
Indiana
$6K +$6.41K +18 New
PS
2470
Pinney & Scofield
Massachusetts
$5.72K
RCM
2471
Richardson Capital Management
Wisconsin
$5.72K +$5.69K +16 New
RFS
2472
Richardson Financial Services
Massachusetts
$5.38K -$47K -132 -90%
PP
2473
Paladin Partners
Wisconsin
$5.37K
SFS
2474
Sunrise Financial Services
Washington
$5.01K
LHEI
2475
Leo H. Evart Inc
California
$5.01K +$4.98K +14 New

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.