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EFR

Eaton Vance Senior Floating-Rate Fund

96 hedge funds and large institutions have $105M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

10% more capital invested

Capital invested by funds: $95.6M → $105M (+$9.68M)

9% more funds holding

Funds holding: 8896 (+8)

5.38% more ownership

Funds ownership: 26.76%32.13% (+5.4%)

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
36
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Fiduciary Alliance
South Carolina
$650K -$165K -14,000 -20%
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$635K -$110K -9,345 -14%
Calamos Advisors
28
Calamos Advisors
Illinois
$587K +$298K +25,320 +97%
UBS Group
29
UBS Group
Switzerland
$580K -$25.6K -2,175 -4%
CIA
30
Capital Investment Advisors
Georgia
$565K +$1.89K +160 +0.3%
Jane Street
31
Jane Street
New York
$557K +$574K +48,692 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$534K -$3.23M -274,185 -85%
AA
33
Altman Advisors
Illinois
$529K -$1.11K -94 -0.2%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$513K +$404K +34,297 +326%
Osaic Holdings
35
Osaic Holdings
Arizona
$498K +$61.6K +5,229 +14%
Raymond James Financial
36
Raymond James Financial
Florida
$434K -$175K -14,856 -28%
OC
37
Oppenheimer & Co
New York
$403K +$59.6K +5,059 +17%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$376K +$260K +22,104 +206%
OPWM
39
Oregon Pacific Wealth Management
Oregon
$330K +$11.5K +973 +3%
SRC
40
Shufro Rose & Co
New York
$315K
SCA
41
Sandy Cove Advisors
Massachusetts
$301K +$365 +31 +0.1%
MCM
42
MAI Capital Management
Ohio
$290K -$4.75K -403 -2%
BPA
43
Beacon Pointe Advisors
California
$288K +$296K +25,159 New
WMG
44
WESCAP Management Group
California
$278K
BA
45
Ballew Advisors
Mississippi
$253K -$91.5K -7,766 -26%
AUB
46
Atlantic Union Bankshares
Virginia
$235K
HKAM
47
Horizon Kinetics Asset Management
New York
$229K -$91.9K -7,800 -28%
CPA
48
Cardiff Park Advisors
California
$227K
FAG
49
Fortitude Advisory Group
Washington
$227K +$14.9K +1,266 +7%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$222K -$21.4K -1,821 -9%

EFR Hedge Fund Activity: Q3 2025 in Review

96 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q3 2025, worth a combined $105M — up 10% from $95.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EFR positions and 7 closed out — a net gain of 9 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was Pathstone Holdings, opening a new position worth an estimated $9.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.23M.

  • 96 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q3 2025, up from 88 in Q2 2025.
  • Funds reported $105M of Eaton Vance Senior Floating-Rate Fund stock for Q3 2025, up 10% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q3 2025 and 7 closed out, a net change of +9 holders.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q3 2025 was Pathstone Holdings, an estimated $9.8M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q3 2025 was Cambridge Investment Research Advisors, an estimated $3.23M sold.

Based on aggregated 13F filings for Q3 2025.