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EFR

Eaton Vance Senior Floating-Rate Fund
EFR

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: 96 → 96 (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
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$12.3M
2
LSC
Logan Stone Capital
Illinois
+$5.14M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$4.13M
4
RCM
Rivernorth Capital Management
Florida
+$3.73M
5
SIA
Sit Investment Associates
Minnesota
+$2.95M

Top Sellers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
-$4.95M
2
WPC
White Pine Capital
Minnesota
-$2.97M
3
Bank of America
Bank of America
North Carolina
-$2.96M
4
Morgan Stanley
Morgan Stanley
New York
-$952K
5
RAM
Readystate Asset Management
Illinois
-$747K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Holdings
51
Nomura Holdings
Japan
$228K +$229K +20,437 New
HKAM
52
Horizon Kinetics Asset Management
New York
$223K – – –
CPA
53
Cardiff Park Advisors
California
$221K – – –
FAG
54
Fortitude Advisory Group
Washington
$221K – – –
BA
55
Ballew Advisors
Mississippi
$219K -$34.6K -3,087 -14%
FAOAI
56
Fund Advisors of America Inc
Florida
$218K +$219K +19,538 New
PFS
57
Prospera Financial Services
Texas
$211K +$1.19K +106 +0.6%
HighTower Advisors
58
HighTower Advisors
Illinois
$200K +$202K +17,981 New
PAG
59
Private Advisor Group
New Jersey
$193K -$6.39K -570 -3%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$186K +$63.2K +5,639 +51%
CIA
61
Concurrent Investment Advisors
Florida
$171K +$101 +9 +0.1%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$170K +$4.8K +428 +3%
CEFA
63
Closed-End Fund Advisors
Virginia
$163K +$164K +14,648 New
SPC
64
Sigma Planning Corp
Michigan
$161K +$56 +5 +0%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$160K -$1.12K -100 -0.7%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$159K -$57.4K -5,122 -26%
IFG
67
Independent Financial Group
California
$154K +$897 +80 +0.6%
VF
68
Virtu Financial
New York
$147K -$26.6K -2,376 -15%
NA
69
NewEdge Advisors
Louisiana
$146K – – –
Citadel Advisors
70
Citadel Advisors
Florida
$143K +$144K +12,852 New
Comerica Bank
71
Comerica Bank
Texas
$133K -$1.53K -137 -1%
OA
72
Oxbow Advisors
Texas
$128K – – –
ACP
73
Aviance Capital Partners
Florida
$122K – – –
PFPG
74
Pinnacle Financial Partners (Georgia)
Georgia
$119K +$120K +10,702 New
CFB
75
Cullen/Frost Bankers
Texas
$111K – – –
1 2
3
4 5

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.