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CEV

Eaton Vance California Municipal Income Trust

34 hedge funds and large institutions have $12.5M invested in Eaton Vance California Municipal Income Trust in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

3% more funds holding

Funds holding: 3334 (+1)

1% more capital invested

Capital invested by funds: $12.4M → $12.5M (+$108K)

0.1% more ownership

Funds ownership: 17.5%17.6% (+0.1%)

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$1.7M -$50.8K -4,909 -3%
LPL Financial
2
LPL Financial
California
$1.35M -$63.8K -6,167 -4%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$1.21M +$103K +10,000 +9%
Morgan Stanley
4
Morgan Stanley
New York
$1.19M +$29.6K +2,858 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$606K +$9.46K +914 +2%
CWS
6
Cypress Wealth Services
California
$595K +$8.77K +848 +1%
AF
7
Atala Financial
California
$531K
WS
8
Wedbush Securities
California
$528K +$192K +18,600 +55%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$517K -$144K -13,927 -21%
WMG
10
WESCAP Management Group
California
$505K +$15.1K +1,460 +3%
Wells Fargo
11
Wells Fargo
California
$505K -$5.17K -500 -1%
UBS Group
12
UBS Group
Switzerland
$411K +$154K +14,894 +57%
VCM
13
Vivaldi Capital Management
Illinois
$394K +$248 +24 +0.1%
WANY
14
Wealthspire Advisors (New York)
New York
$244K
EPW
15
Evolve Private Wealth
California
$238K -$2.56K -247 -1%
MWM
16
Melfa Wealth Management
Massachusetts
$208K
PL
17
Plancorp LLC
Missouri
$206K
FAT
18
First American Trust
California
$201K
Mariner
19
Mariner
Kansas
$183K
WA
20
Whipplewood Advisors
Colorado
$181K +$414 +40 +0.2%
VCWA
21
Vanguard Capital Wealth Advisors
Colorado
$171K +$176K +17,000 New
AAM
22
Advisors Asset Management
Colorado
$149K -$337K -32,547 -69%
MG
23
Mather Group
Illinois
$122K +$125K +12,119 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$114K +$2.99K +289 +3%
CAM
25
Concorde Asset Management
Michigan
$101K

CEV Hedge Fund Activity: Q1 2026 in Review

34 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q1 2026, worth a combined $12.5M — up 0.87% from $12.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CEV positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $192K. The largest seller was Advisors Asset Management, cutting an estimated $337K.

  • 34 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q1 2026, up from 33 in Q4 2025.
  • Funds reported $12.5M of Eaton Vance California Municipal Income Trust stock for Q1 2026, up 0.87% quarter-over-quarter.
  • 4 funds opened new Eaton Vance California Municipal Income Trust positions in Q1 2026 and 2 closed out, a net change of +2 holders.
  • The largest Eaton Vance California Municipal Income Trust buyer in Q1 2026 was Wedbush Securities, an estimated $192K added.
  • The largest Eaton Vance California Municipal Income Trust seller in Q1 2026 was Advisors Asset Management, an estimated $337K sold.

Based on aggregated 13F filings for Q1 2026.