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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
POIA
2451
Pin Oak Investment Advisors
Texas
$14K
RTL
2452
Red Tortoise LLC
Georgia
$13.6K
IWM
2453
IMG Wealth Management
Florida
$12.5K -$11.4K -32 -48%
LFA
2454
LGT Financial Advisors
Texas
$12.5K
BHWM
2455
Bay Harbor Wealth Management
Maryland
$12.5K +$4.27K +12 +52%
NWMP
2456
Noble Wealth Management PBC
Colorado
$12.2K -$19.9K -56 -62%
NA
2457
Networth Advisors
Pennsylvania
$11.8K +$11.7K +33 New
LIM
2458
Longfellow Investment Management
Massachusetts
$11.1K
BIM
2459
Breakwater Investment Management
Washington
$10.7K +$9.25K +26 +650%
ASCM
2460
Adkins Seale Capital Management
Louisiana
$10.7K
BH
2461
Burk Holdings
Oklahoma
$10.7K +$10.7K +30 New
KCM
2462
Key Capital Management
Tennessee
$10K -$67.3K -189 -87%
NWM
2463
Nova Wealth Management
Florida
$9.75K +$1.42K +4 +17%
HWM
2464
HighMark Wealth Management
Minnesota
$9.3K -$1.78K -5 -16%
HC
2465
Hoese & Co
Minnesota
$9.3K
CMA
2466
Cedar Mountain Advisors
Oregon
$9.3K +$9.25K +26 New
CTWM
2467
Cherry Tree Wealth Management
Minnesota
$8.94K
MAS
2468
MPWM Advisory Solutions
Georgia
$8.94K
HIA
2469
HFM Investment Advisors
New Jersey
$8.23K -$7.83K -22 -49%
MCA
2470
McGuire Capital Advisors
Oklahoma
$7.87K +$6.41K +18 +450%
KFG
2471
Kingdom Financial Group
Arizona
$7.52K +$7.47K +21 New
LAS
2472
Lloyd Advisory Services
Georgia
$7.52K +$7.47K +21 New
AFG
2473
Albion Financial Group
Utah
$7.51K +$3.56K +10 +91%
HIC
2474
Hamrick Investment Counsel
Washington
$7.15K +$7.12K +20 New
CJ
2475
Caitlin John
Michigan
$7.15K -$356 -1 -5%

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.