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EFR

Eaton Vance Senior Floating-Rate Fund

96 hedge funds and large institutions have $123M invested in Eaton Vance Senior Floating-Rate Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $105M → $123M (+$18M)

5.4% more ownership

Funds ownership: 32.13%37.53% (+5.4%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 9696 (0)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$891K +$174K +15,541 +24%
WPC
27
White Pine Capital
Minnesota
$781K -$2.97M -264,717 -79%
Calamos Advisors
28
Calamos Advisors
Illinois
$756K +$185K +16,506 +32%
GAMC
29
Garner Asset Management Corp
Texas
$634K -$52.2K -4,662 -8%
Jane Street
30
Jane Street
New York
$634K +$91.9K +8,203 +17%
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$617K -$1.93K -172 -0.3%
IA
32
Icon Advisers
Colorado
$557K +$560K +50,000 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$533K +$13.3K +1,191 +3%
CIA
34
Capital Investment Advisors
Georgia
$530K -$20.2K -1,803 -4%
UBS Group
35
UBS Group
Switzerland
$520K -$45.2K -4,029 -8%
XT
36
XTX Topco
Cayman Islands
$501K +$504K +44,933 New
FA
37
Fiduciary Alliance
South Carolina
$486K -$148K -13,200 -23%
AA
38
Altman Advisors
Illinois
$476K -$42.1K -3,755 -7%
OC
39
Oppenheimer & Co
New York
$427K +$35.2K +3,141 +9%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$420K +$54.3K +4,845 +15%
Raymond James Financial
41
Raymond James Financial
Florida
$420K -$2.97K -265 -0.7%
AC
42
Almitas Capital
California
$321K +$323K +28,829 New
OPWM
43
Oregon Pacific Wealth Management
Oregon
$306K -$15.3K -1,366 -5%
SRC
44
Shufro Rose & Co
New York
$295K +$8.97K +800 +3%
MCM
45
MAI Capital Management
Ohio
$287K +$4.5K +402 +2%
RWP
46
RWA Wealth Partners
Massachusetts
$282K -$354K -31,628 -56%
SCA
47
Sandy Cove Advisors
Massachusetts
$277K -$16K -1,429 -5%
WMG
48
WESCAP Management Group
California
$271K
AUIM
49
Aegon USA Investment Management
Iowa
$269K +$105K +9,355 +63%
BPA
50
Beacon Pointe Advisors
California
$231K -$49.3K -4,400 -17%

EFR Hedge Fund Activity: Q4 2025 in Review

96 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Senior Floating-Rate Fund (EFR) for Q4 2025, worth a combined $123M — up 17% from $105M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EFR positions and 12 closed out — a net gain of 1 holder — while 31 added to existing stakes and 31 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $12.3M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $4.95M sold.

  • 96 institutional investors held Eaton Vance Senior Floating-Rate Fund (EFR) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $123M of Eaton Vance Senior Floating-Rate Fund stock for Q4 2025, up 17% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Senior Floating-Rate Fund positions in Q4 2025 and 12 closed out, a net change of +1 holder.
  • The largest Eaton Vance Senior Floating-Rate Fund buyer in Q4 2025 was 1607 Capital Partners, an estimated $12.3M added.
  • The largest Eaton Vance Senior Floating-Rate Fund seller in Q4 2025 was Polar Asset Management Partners, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2025.