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EFR

Eaton Vance Senior Floating-Rate Fund

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: 9696 (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
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$16M +$12.3M +1,100,058 +331%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$13.4M +$4.13M +368,209 +44%
Morgan Stanley
3
Morgan Stanley
New York
$10.7M -$952K -84,953 -8%
Invesco
4
Invesco
Georgia
$6.39M +$120K +10,707 +2%
AAM
5
Advisors Asset Management
Colorado
$6.16M -$226K -20,180 -4%
LSC
6
Logan Stone Capital
Illinois
$5.86M +$5.14M +458,853 +680%
GC
7
Guggenheim Capital
Illinois
$5.19M -$191K -17,008 -4%
Bank of America
8
Bank of America
North Carolina
$4.94M -$2.96M -264,292 -37%
Ameriprise
9
Ameriprise
Minnesota
$4.71M -$520K -46,399 -10%
Cohen & Steers
10
Cohen & Steers
New York
$3.76M
RCM
11
Rivernorth Capital Management
Florida
$3.71M +$3.73M +332,805 New
SIA
12
Sit Investment Associates
Minnesota
$2.94M +$2.95M +263,489 New
WAM
13
Wolverine Asset Management
Illinois
$2.73M +$809K +72,213 +42%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.61M +$919K +82,020 +54%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.45M +$383K +34,214 +18%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$2.41M +$1.92M +171,524 +383%
EFG
17
Ethos Financial Group
Pennsylvania
$2.29M -$456K -40,659 -17%
Wells Fargo
18
Wells Fargo
California
$1.92M -$183K -16,305 -9%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.6M +$202K +18,034 +14%
VAM
20
Verity Asset Management
North Carolina
$1.56M +$126K +11,272 +9%
RAM
21
Readystate Asset Management
Illinois
$1.55M -$747K -66,652 -32%
CCM
22
Collar Capital Management
Wisconsin
$1.25M -$102K -9,100 -8%
LPL Financial
23
LPL Financial
California
$1.03M -$253K -22,575 -20%
Osaic Holdings
24
Osaic Holdings
Arizona
$941K +$463K +41,278 +96%
Goldman Sachs
25
Goldman Sachs
New York
$911K +$916K +81,752 New

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.