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EFR

Eaton Vance Senior Floating-Rate Fund
EFR

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: 88 → 96 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$9.8M
2
1CP
1607 Capital Partners
Virginia
+$3.91M
3
GP
Gridiron Partners
Pennsylvania
+$3.4M
4
RAM
Readystate Asset Management
Illinois
+$1.77M
5
Morgan Stanley
Morgan Stanley
New York
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.23M
2
Wells Fargo
Wells Fargo
California
-$2.75M
3
VIA
Virtus Investment Advisers
Connecticut
-$794K
4
Bank of America
Bank of America
North Carolina
-$786K
5
GC
Guggenheim Capital
Illinois
-$764K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$29.9K – – –
NS
77
NBC Securities
Alabama
$23.7K – – –
BC
78
Barrett & Company
Rhode Island
$22.9K – – –
HI
79
Harbour Investments
Wisconsin
$19.8K – – –
AF
80
Allworth Financial
California
$18.3K – – –
SL
81
Salomon & Ludwin
Virginia
$18.2K – – –
PSB
82
Piscataqua Savings Bank
New Hampshire
$18.1K – – –
SA
83
Strategic Advocates
Utah
$17.7K +$18.2K +1,543 New
US Bancorp
84
US Bancorp
Minnesota
$17.2K – – –
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$11.6K +$12K +1,015 New
FFA
86
Farther Finance Advisors
California
$10.5K +$10.8K +919 New
FFWM
87
Future Financial Wealth Management
Ohio
$9.15K – – –
AAS
88
Ameritas Advisory Services
Nebraska
$8.57K – – –
GWSG
89
GPS Wealth Strategies Group
Colorado
$6.29K – – –
CBT
90
Crews Bank & Trust
Florida
$4.58K +$4.71K +400 New
GA
91
GoalVest Advisory
New York
$3.56K +$3.66K +311 New
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$2.57K +$2.65K +225 New
HWP
93
Highline Wealth Partners
California
$2.29K +$2.36K +200 New
LFG
94
Larson Financial Group
Missouri
$1.01K +$24 +2 +2%
GI
95
GAMMA Investing
California
$721 – – –
AssetMark Inc
96
AssetMark Inc
California
$206 +$212 +18 New
HNB
97
Huntington National Bank
Ohio
$11 – – –
TRCT
98
Tower Research Capital (TRC)
New York
$11 – – –
VIA
99
Virtus Investment Advisers
Connecticut
– -$794K -65,479 Closed
MHIC
100
Marble Harbor Investment Counsel
Massachusetts
– -$467K -38,500 Closed
1 2 3
4
5

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.