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EFR

Eaton Vance Senior Floating-Rate Fund
EFR

88 hedge funds and large institutions have $95.6M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $89.5M → $95.6M (+$6.16M)

1.69% more ownership

Funds ownership: 25.06% → 26.76% (+1.7%)

1% more funds holding

Funds holding: 87 → 88 (+1)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$5M
2
Morgan Stanley
Morgan Stanley
New York
+$3.18M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.5M
4
Invesco
Invesco
Georgia
+$1.33M
5
FA
Fiduciary Alliance
South Carolina
+$836K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.65M
2
GC
Guggenheim Capital
Illinois
-$1.1M
3
FAIM
Financial Advocates Investment Management
Washington
-$1.03M
4
Bank of America
Bank of America
North Carolina
-$779K
5
LPL Financial
LPL Financial
California
-$772K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$640K +$69K +5,847 +12%
CIA
27
Capital Investment Advisors
Georgia
$597K -$34.6K -2,934 -6%
AA
28
Altman Advisors
Illinois
$554K +$32.8K +2,780 +5%
MHIC
29
Marble Harbor Investment Counsel
Massachusetts
$467K -$48.7K -4,133 -10%
Osaic Holdings
30
Osaic Holdings
Arizona
$460K +$124K +10,478 +38%
SFS
31
Shaker Financial Services
Virginia
$446K +$434K +36,766 New
BHWM
32
Beaird Harris Wealth Management
Texas
$423K +$125K +10,630 +44%
BA
33
Ballew Advisors
Mississippi
$367K -$68.5K -5,805 -16%
OC
34
Oppenheimer & Co
New York
$365K +$26.9K +2,277 +8%
OPWM
35
Oregon Pacific Wealth Management
Oregon
$337K -$10.1K -857 -3%
HKAM
36
Horizon Kinetics Asset Management
New York
$337K – – –
SCA
37
Sandy Cove Advisors
Massachusetts
$318K +$366 +31 +0.1%
Calamos Advisors
38
Calamos Advisors
Illinois
$315K +$307K +26,031 New
SRC
39
Shufro Rose & Co
New York
$315K -$11.8K -1,000 -4%
MCM
40
MAI Capital Management
Ohio
$312K +$4.39K +372 +1%
WMG
41
WESCAP Management Group
California
$295K -$157K -13,297 -35%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$257K +$11.8K +1,000 +5%
AUB
43
Atlantic Union Bankshares
Virginia
$248K +$242K +20,500 New
CPA
44
Cardiff Park Advisors
California
$241K – – –
PFS
45
Prospera Financial Services
Texas
$227K +$15K +1,272 +7%
FAG
46
Fortitude Advisory Group
Washington
$226K – – –
PAG
47
Private Advisor Group
New Jersey
$222K – – –
AAS
48
Avantax Advisory Services
Texas
$202K -$156K -13,220 -44%
CIA
49
Concurrent Investment Advisors
Florida
$181K – – –
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$180K – – –
1
2
3 4

EFR Hedge Fund Activity: Q2 2025 in Review

88 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q2 2025, worth a combined $95.6M — up 6.9% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EFR positions and 9 closed out — a net gain of 2 holders — while 26 added to existing stakes and 30 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.65M.

  • 88 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q2 2025, up from 87 in Q1 2025.
  • Funds reported $95.6M of Eaton Vance Senior Floating-Rate Fund stock for Q2 2025, up 6.9% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q2 2025 and 9 closed out, a net change of +2 holders.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q2 2025 was Polar Asset Management Partners, an estimated $5M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $1.65M sold.

Based on aggregated 13F filings for Q2 2025.