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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
PGFC
501
Peapack-Gladstone Financial Corp
New Jersey
$9.14M +$1.35M +3,798 +17%
NW
502
NewEdge Wealth
Pennsylvania
$9.06M -$1.45M -4,074 -14%
GI
503
GAMCO Investors
Connecticut
$9.04M +$686K +1,928 +8%
NPF
504
Norris Perne & French
Michigan
$9M +$132K +370 +1%
ECM
505
Estabrook Capital Management
New York
$8.98M -$3.56K -10 -0%
MWA
506
Meridian Wealth Advisors
Texas
$8.97M -$314K -883 -3%
EPIM
507
Evelyn Partners Investment Management
$8.96M -$331K -929 -4%
EI
508
EFG International
$8.96M +$794K +2,230 +10%
FVWA
509
Foster Victor Wealth Advisors
South Carolina
$8.94M +$7.92M +22,251 New
CAM
510
Cresset Asset Management
Illinois
$8.93M +$741K +2,082 +9%
BWAM
511
Boyd Watterson Asset Management
Ohio
$8.9M -$443K -1,245 -5%
JG
512
Jain Global
New York
$8.75M +$8.71M +24,471 New
ASC
513
Atalanta Sosnoff Capital
New York
$8.73M -$4.96M -13,951 -36%
CIC
514
Concord Investment Counsel
California
$8.72M -$102K -288 -1%
IEFM
515
IQ EQ Fund Management
Ireland
$8.71M +$713K +2,004 +9%
TAMH
516
Taikang Asset Management (HK)
Hong Kong
$8.69M +$8.65M +24,293 New
CL
517
Choreo LLC
Illinois
$8.58M +$480K +1,348 +6%
MIM
518
Moseley Investment Management
Florida
$8.56M -$11K -31 -0.1%
DCM
519
Dupont Capital Management
Delaware
$8.55M
VIM
520
Vancity Investment Management
British Columbia, Canada
$8.53M +$8.49M +23,854 New
Jane Street
521
Jane Street
New York
$8.52M -$209M -586,981 -96%
GC
522
Guggenheim Capital
Illinois
$8.47M -$3.33M -9,348 -28%
SC
523
Shellback Capital
Massachusetts
$8.46M +$8.42M +23,652 New
SFWA
524
Summit Financial Wealth Advisors
Louisiana
$8.45M +$412K +1,158 +5%
MIA
525
MMBG Investment Advisors
Florida
$8.43M

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.