We are live on ! Find out more
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
PFS
51
Prospera Financial Services
Texas
$216K +$1.26K +107 +0.6%
PAG
52
Private Advisor Group
New Jersey
$204K -$5.07K -430 -2%
VF
53
Virtu Financial
New York
$179K +$184K +15,610 New
CIA
54
Concurrent Investment Advisors
Florida
$175K +$4.75K +403 +3%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$169K +$3.15K +267 +2%
AUIM
56
Aegon USA Investment Management
Iowa
$169K
SPC
57
Sigma Planning Corp
Michigan
$165K +$1.5K +127 +0.9%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$164K -$4.71K -400 -3%
IFG
59
Independent Financial Group
California
$157K +$306 +26 +0.2%
NA
60
NewEdge Advisors
Louisiana
$150K +$155K +13,126 New
Corient Private Wealth
61
Corient Private Wealth
Florida
$141K
P
62
&Partners
Tennessee
$140K +$2.92K +248 +2%
Comerica Bank
63
Comerica Bank
Texas
$138K +$77K +6,534 +119%
OA
64
Oxbow Advisors
Texas
$132K -$1.18K -100 -0.9%
Stifel Financial
65
Stifel Financial
Missouri
$130K +$1.59K +135 +1%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$127K +$4.37K +371 +3%
ACP
67
Aviance Capital Partners
Florida
$125K
SF
68
Synovus Financial
Georgia
$122K
IWM
69
IHT Wealth Management
Illinois
$120K
SPIA
70
Steward Partners Investment Advisory
New York
$116K +$20K +1,700 +20%
CFB
71
Cullen/Frost Bankers
Texas
$114K
GP
72
Gridiron Partners
Pennsylvania
$80.8K +$3.4M +288,416 New
JEST
73
JTC Employer Solutions Trustee
Jersey
$80K
DF
74
Dunhill Financial
United Kingdom
$66.1K -$68.1K -5,780 Closed
MA
75
Montag & Associates
Georgia
$56.4K

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.