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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$12.3M |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$5.14M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$4.13M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.73M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$4.95M |
| 2 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
-$2.97M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.96M |
| 4 |
Morgan Stanley
New York
|
-$952K |
| 5 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$747K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Corient Private Wealth
Miami,
Florida
| – | -$141K | -12,361 | Closed |
|
|
P
102
&Partners
Nashville,
Tennessee
| – | -$140K | -12,260 | Closed |
|
103
Stifel Financial
St. Louis,
Missouri
| – | -$130K | -11,329 | Closed |
|
|
IWM
104
IHT Wealth Management
Chicago,
Illinois
| – | -$120K | -10,490 | Closed |
|
|
FFWM
105
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$9.15K | -800 | Closed |
|
|
AAS
106
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$8.57K | -749 | Closed |
|
|
GWSG
107
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$6.29K | -550 | Closed |
|
|
CBT
108
Crews Bank & Trust
Wauchula,
Florida
| – | -$4.58K | -400 | Closed |
|
|
GA
109
GoalVest Advisory
New York
| – | -$3.56K | -311 | Closed |
|
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.