We are live on ! Find out more
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
Morgan Stanley
1
Morgan Stanley
New York
$11M +$3.18M +269,936 +43%
Bank of America
2
Bank of America
North Carolina
$9.39M -$779K -66,021 -8%
GC
3
Guggenheim Capital
Illinois
$6.63M -$1.1M -93,163 -15%
Invesco
4
Invesco
Georgia
$6.48M +$1.33M +112,523 +27%
AAM
5
Advisors Asset Management
Colorado
$6.38M +$339K +28,768 +6%
PAMP
6
Polar Asset Management Partners
Ontario, Canada
$5.13M +$5M +423,654 New
Wells Fargo
7
Wells Fargo
California
$5.11M -$431K -36,542 -8%
Ameriprise
8
Ameriprise
Minnesota
$4.76M -$146K -12,354 -3%
WPC
9
White Pine Capital
Minnesota
$4.13M -$16.2K -1,376 -0.4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.89M -$1.65M -140,226 -30%
Cohen & Steers
11
Cohen & Steers
New York
$3.85M +$118K +10,000 +3%
EFG
12
Ethos Financial Group
Pennsylvania
$2.97M +$39.7K +3,365 +1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.2M +$100K +8,513 +5%
CCM
14
Collar Capital Management
Wisconsin
$1.56M +$43.6K +3,700 +3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.54M +$1.5M +126,878 New
VAM
16
Verity Asset Management
North Carolina
$1.52M -$8.17K -693 -0.6%
LPL Financial
17
LPL Financial
California
$1.3M -$772K -65,443 -38%
WAM
18
Wolverine Asset Management
Illinois
$943K +$628K +53,256 +217%
FA
19
Fiduciary Alliance
South Carolina
$859K +$836K +70,845 New
VIA
20
Virtus Investment Advisers
Connecticut
$794K -$135K -11,482 -15%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$786K -$13K -1,105 -2%
GAMC
22
Garner Asset Management Corp
Texas
$699K -$77.4K -6,564 -10%
RWP
23
RWA Wealth Partners
Massachusetts
$690K -$51.3K -4,350 -7%
RAM
24
Readystate Asset Management
Illinois
$672K +$342K +29,013 +110%
UBS Group
25
UBS Group
Switzerland
$641K -$17.9K -1,516 -3%

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.