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EFR

Eaton Vance Senior Floating-Rate Fund

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: 8896 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.9M +$1.64M +139,613 +15%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$9.52M +$9.8M +832,142 New
Bank of America
3
Bank of America
North Carolina
$8.1M -$786K -66,716 -9%
AAM
4
Advisors Asset Management
Colorado
$6.56M +$552K +46,830 +9%
Invesco
5
Invesco
Georgia
$6.44M +$329K +27,908 +5%
GC
6
Guggenheim Capital
Illinois
$5.52M -$764K -64,826 -12%
Ameriprise
7
Ameriprise
Minnesota
$5.37M +$910K +77,247 +20%
PAMP
8
Polar Asset Management Partners
Ontario, Canada
$4.95M +$111K +9,421 +2%
Cohen & Steers
9
Cohen & Steers
New York
$3.87M +$236K +20,000 +6%
WPC
10
White Pine Capital
Minnesota
$3.83M -$71.7K -6,086 -2%
1CP
11
1607 Capital Partners
Virginia
$3.8M +$3.91M +332,089 New
EFG
12
Ethos Financial Group
Pennsylvania
$2.82M +$12.5K +1,059 +0.4%
RAM
13
Readystate Asset Management
Illinois
$2.36M +$1.77M +150,659 +272%
Wells Fargo
14
Wells Fargo
California
$2.15M -$2.75M -233,450 -55%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.13M +$56.4K +4,786 +3%
WAM
16
Wolverine Asset Management
Illinois
$1.98M +$1.12M +95,265 +122%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.74M +$300K +25,445 +20%
VAM
18
Verity Asset Management
North Carolina
$1.47M +$39.2K +3,331 +3%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$1.48M +125,836 +81,185%
CCM
20
Collar Capital Management
Wisconsin
$1.39M -$87.5K -7,425 -6%
LPL Financial
21
LPL Financial
California
$1.32M +$93.4K +7,933 +7%
LSC
22
Logan Stone Capital
Illinois
$772K +$795K +67,519 New
SFS
23
Shaker Financial Services
Virginia
$737K +$326K +27,697 +75%
GAMC
24
Garner Asset Management Corp
Texas
$716K +$46.2K +3,926 +7%
RWP
25
RWA Wealth Partners
Massachusetts
$651K

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.