We are live on ! Find out more
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
JEST
76
JTC Employer Solutions Trustee
Jersey
$78K – – –
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$69K +$40.3K +3,600 +137%
MA
78
Montag & Associates
Georgia
$54.9K – – –
NS
79
NBC Securities
Alabama
$23.1K – – –
BC
80
Barrett & Company
Rhode Island
$22.3K – – –
AF
81
Allworth Financial
California
$17.8K – – –
SL
82
Salomon & Ludwin
Virginia
$17.8K – – –
PSB
83
Piscataqua Savings Bank
New Hampshire
$17.7K – – –
SA
84
Strategic Advocates
Utah
$17.2K +$101 +9 +0.6%
US Bancorp
85
US Bancorp
Minnesota
$16.7K – – –
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$12.9K +$1.64K +146 +14%
FFA
87
Farther Finance Advisors
California
$10.2K – – –
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$10K +$10.1K +899 New
SPIA
89
Steward Partners Investment Advisory
New York
$2.79K -$111K -9,900 -98%
HI
90
Harbour Investments
Wisconsin
$2.58K -$16.8K -1,500 -87%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$2.51K – – –
HWP
92
Highline Wealth Partners
California
$2.23K – – –
LFG
93
Larson Financial Group
Missouri
$1K +$22 +2 +2%
GI
94
GAMMA Investing
California
$702 – – –
TRCT
95
Tower Research Capital (TRC)
New York
$334 +$325 +29 +2,900%
AssetMark Inc
96
AssetMark Inc
California
$45 -$157 -14 -78%
HNB
97
Huntington National Bank
Ohio
$11 – – –
PAMP
98
Polar Asset Management Partners
Ontario, Canada
– -$4.95M -433,075 Closed
GP
99
Gridiron Partners
Pennsylvania
– -$80.8K -288,416 Closed
AUB
100
Atlantic Union Bankshares
Virginia
– -$235K -20,500 Closed
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.