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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
NW
501
NewEdge Wealth
Pennsylvania
$9.06M -$1.45M -4,074 -14%
GI
502
GAMCO Investors
Connecticut
$9.04M +$686K +1,928 +8%
ECM
503
Estabrook Capital Management
New York
$8.98M -$3.56K -10 -0%
MWA
504
Meridian Wealth Advisors
Texas
$8.97M -$314K -883 -3%
EPIM
505
Evelyn Partners Investment Management
$8.96M -$331K -929 -4%
EI
506
EFG International
$8.96M +$794K +2,230 +10%
FVWA
507
Foster Victor Wealth Advisors
South Carolina
$8.94M +$7.92M +22,251 New
CAM
508
Cresset Asset Management
Illinois
$8.93M +$741K +2,082 +9%
BWAM
509
Boyd Watterson Asset Management
Ohio
$8.9M -$443K -1,245 -5%
JG
510
Jain Global
New York
$8.75M +$8.71M +24,471 New
ASC
511
Atalanta Sosnoff Capital
New York
$8.73M -$4.96M -13,951 -36%
CIC
512
Concord Investment Counsel
California
$8.72M -$102K -288 -1%
IEFM
513
IQ EQ Fund Management
Ireland
$8.71M +$713K +2,004 +9%
TAMH
514
Taikang Asset Management (HK)
Hong Kong
$8.69M +$8.65M +24,293 New
CL
515
Choreo LLC
Illinois
$8.58M +$480K +1,348 +6%
MIM
516
Moseley Investment Management
Florida
$8.56M -$11K -31 -0.1%
DCM
517
Dupont Capital Management
Delaware
$8.55M
VIM
518
Vancity Investment Management
British Columbia, Canada
$8.53M +$8.49M +23,854 New
Jane Street
519
Jane Street
New York
$8.52M -$209M -586,981 -96%
GC
520
Guggenheim Capital
Illinois
$8.47M -$3.33M -9,348 -28%
SC
521
Shellback Capital
Massachusetts
$8.46M +$8.42M +23,652 New
SFWA
522
Summit Financial Wealth Advisors
Louisiana
$8.45M +$412K +1,158 +5%
MIA
523
MMBG Investment Advisors
Florida
$8.43M
CT
524
Colonial Trust
South Carolina
$8.43M +$66.2K +186 +0.8%
MSU
525
Mizuho Securities USA
New York
$8.4M -$1.71M -4,801 -17%

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.