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CEV

Eaton Vance California Municipal Income Trust

35 hedge funds and large institutions have $15.4M invested in Eaton Vance California Municipal Income Trust in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3435 (+1)

2.98% less ownership

Funds ownership: 24.7%21.72% (-3%)

9% less capital invested

Capital invested by funds: $16.8M → $15.4M (-$1.43M)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$3.56M -$1.91M -198,368 -36%
GC
2
Guggenheim Capital
Illinois
$1.75M +$134K +13,851 +9%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.29M -$268K -27,747 -18%
LPL Financial
4
LPL Financial
California
$1.05M +$345K +35,778 +52%
Morgan Stanley
5
Morgan Stanley
New York
$801K -$3.83K -397 -0.5%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$702K +$672K +69,600 New
WMG
7
WESCAP Management Group
California
$627K +$32.7K +3,389 +6%
CWS
8
Cypress Wealth Services
California
$558K +$5.69K +589 +1%
Raymond James Financial
9
Raymond James Financial
Florida
$523K +$3.27K +339 +0.7%
AAM
10
Advisors Asset Management
Colorado
$493K -$23.3K -2,415 -5%
Wells Fargo
11
Wells Fargo
California
$468K -$7.41K -768 -2%
VCM
12
Vivaldi Capital Management
Illinois
$399K +$241 +25 +0.1%
WANY
13
Wealthspire Advisors (New York)
New York
$244K
UBS Group
14
UBS Group
Switzerland
$228K -$48.4K -5,013 -18%
AF
15
Atala Financial
California
$227K +$217K +22,500 New
WAM
16
Wolverine Asset Management
Illinois
$217K +$116K +12,029 +127%
MWM
17
Melfa Wealth Management
Massachusetts
$208K
FAT
18
First American Trust
California
$202K
PL
19
Plancorp LLC
Missouri
$202K
Mariner
20
Mariner
Kansas
$184K
AC
21
Almitas Capital
California
$183K -$388K -40,163 -69%
WA
22
Whipplewood Advisors
Colorado
$180K +$2.97K +308 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$168K -$11K -1,142 -6%
NWM
24
Napa Wealth Management
California
$162K
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$143K +$137K +14,153 New

CEV Hedge Fund Activity: Q3 2025 in Review

35 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q3 2025, worth a combined $15.4M — down 8.5% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CEV positions and 5 closed out — a net gain of 1 holder — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $672K. The largest seller was Saba Capital Management, cutting an estimated $1.91M.

  • 35 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q3 2025, up from 34 in Q2 2025.
  • Funds reported $15.4M of Eaton Vance California Municipal Income Trust stock for Q3 2025, down 8.5% quarter-over-quarter.
  • 6 funds opened new Eaton Vance California Municipal Income Trust positions in Q3 2025 and 5 closed out, a net change of +1 holder.
  • The largest Eaton Vance California Municipal Income Trust buyer in Q3 2025 was Rockefeller Capital Management, an estimated $672K added.
  • The largest Eaton Vance California Municipal Income Trust seller in Q3 2025 was Saba Capital Management, an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2025.