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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
BlackRock
1
BlackRock
New York
$10.9B +$409M +1,150,092 +4%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$9.03B +$8.98B +25,246,116 New
JP Morgan Chase
3
JP Morgan Chase
New York
$6.63B +$399M +1,121,714 +6%
State Street
4
State Street
Massachusetts
$6.07B +$41.1M +115,502 +0.7%
Morgan Stanley
5
Morgan Stanley
New York
$4.69B +$47.3M +132,833 +1%
Bank of America
6
Bank of America
North Carolina
$4.32B +$201M +564,256 +5%
Vanguard Portfolio Management
7
Vanguard Portfolio Management
Pennsylvania
$3.29B +$3.27B +9,185,593 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.15B +$69.6M +195,677 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.02B -$165M -463,283 -5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$2.04B +$1.38B +3,870,604 +211%
Raymond James Financial
11
Raymond James Financial
Florida
$1.97B +$64.8M +182,105 +3%
Goldman Sachs
12
Goldman Sachs
New York
$1.91B +$181M +508,633 +10%
Janus Henderson Group
13
Janus Henderson Group
$1.81B +$15.4M +43,222 +0.9%
UBS Group
14
UBS Group
Switzerland
$1.74B +$342M +962,272 +25%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$1.71B -$290M -814,649 -15%
Coatue Management
16
Coatue Management
New York
$1.7B +$9.71M +27,275 +0.6%
Nuveen
17
Nuveen
North Carolina
$1.65B -$134M -376,613 -8%
Northern Trust
18
Northern Trust
Illinois
$1.57B -$28.3M -79,615 -2%
Invesco
19
Invesco
Georgia
$1.52B +$175M +490,939 +13%
UBS AM
20
UBS AM
Illinois
$1.39B +$295M +829,034 +27%
ClearBridge Investments
21
ClearBridge Investments
New York
$1.13B -$26.2M -73,628 -2%
Wells Fargo
22
Wells Fargo
California
$1.1B -$52.3M -146,942 -5%
AllianceBernstein
23
AllianceBernstein
Tennessee
$1.06B +$137M +384,931 +13%
Ameriprise
24
Ameriprise
Minnesota
$1.03B +$221M +620,610 +27%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$954M -$25.3M -70,993 -3%

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.