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EFR

Eaton Vance Senior Floating-Rate Fund

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: 8788 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BC
76
Barrett & Company
Rhode Island
$24.2K
HI
77
Harbour Investments
Wisconsin
$21K
SL
78
Salomon & Ludwin
Virginia
$19.5K
AF
79
Allworth Financial
California
$19.4K
PSB
80
Piscataqua Savings Bank
New Hampshire
$19.2K
US Bancorp
81
US Bancorp
Minnesota
$18.2K
FFWM
82
Future Financial Wealth Management
Ohio
$9.7K
AAS
83
Ameritas Advisory Services
Nebraska
$9.08K +$8.83K +749 New
GWSG
84
GPS Wealth Strategies Group
Colorado
$6.67K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$2K +$47 +4 +3%
LFG
86
Larson Financial Group
Missouri
$1.05K +$24 +2 +2%
GI
87
GAMMA Investing
California
$764 +$743 +63 New
TRCT
88
Tower Research Capital (TRC)
New York
$12 -$71 -6 -86%
HNB
89
Huntington National Bank
Ohio
$12
FAIM
90
Financial Advocates Investment Management
Washington
-$1.03M -83,839 Closed
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
-$295K -24,121 Closed
AO
92
Advisor OS
Illinois
-$267K -21,823 Closed
Cerity Partners
93
Cerity Partners
New York
-$227K -18,500 Closed
KIM
94
Kane Investment Management
California
-$209K -17,083 Closed
JWCA
95
J.W. Cole Advisors
Florida
-$200K -16,298 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
-$151K -12,286 Closed
EC
97
Elequin Capital
New York
-$82.8K -6,756 Closed
AG
98
AmeriFlex Group
Nevada
-$858 -70 Closed

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.