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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
+$9.8M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$3.91M |
| 3 |
GP
Gridiron Partners
Wexford,
Pennsylvania
|
+$3.4M |
| 4 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$1.77M |
| 5 |
Morgan Stanley
New York
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.23M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.75M |
| 3 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
-$794K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$786K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$764K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BHWM
101
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$423K | -34,919 | Closed |
|
|
WS
102
Wedbush Securities
Los Angeles,
California
| – | -$170K | -14,040 | Closed |
|
|
SA
103
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$149K | -12,286 | Closed |
|
104
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$137K | -11,309 | Closed |
|
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.