EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

77 hedge funds and large institutions have $172M invested in Eaton Vance Enhanced Equity Income Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
31
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.5M
2
GC
2
Guggenheim Capital
Illinois
$7.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.17M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$453K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.38M
2
SFS
2
Shaker Financial Services
Virginia
$501K
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
AFG
4
Atomi Financial Group
New York
$0
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$27M 1,290,399 -20,648 -2%
Morgan Stanley
2
Morgan Stanley
New York
$17.4M 832,944 +31,546 +4%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$16.8M 802,757 -11,773 -1%
Bank of America
4
Bank of America
North Carolina
$12M 575,065 -13,493 -2%
Wells Fargo
5
Wells Fargo
California
$9.89M 472,806 +6,850 +1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$9.73M 465,205 +5,254 +1%
Invesco
7
Invesco
Georgia
$9.19M 439,492 -11,433 -3%
GC
8
Guggenheim Capital
Illinois
$7.44M 355,825 +37,911 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.17M 294,791 +22,217 +8%
CIA
10
Concurrent Investment Advisors
Florida
$5.96M 284,773 +3,407 +1%
LPL Financial
11
LPL Financial
California
$4.5M 215,179 +65,660 +44%
Ameriprise
12
Ameriprise
Minnesota
$4.21M 201,044 -8,115 -4%
RBFC
13
Roman Butler Fullerton & Co
Missouri
$4.18M 199,103 +5,352 +3%
UBS Group
14
UBS Group
Switzerland
$3.88M 185,615 -8,424 -4%
Truist Financial
15
Truist Financial
North Carolina
$3.57M 170,708 +676 +0.4%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.38M 114,498 -66,255 -37%
TA
17
TPG Advisors
Illinois
$2.06M 98,697 +455 +0.5%
AF
18
Allworth Financial
California
$2.06M 98,398 +10,260 +12%
OC
19
OxenFree Capital
Florida
$1.75M 83,858 +2,656 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.75M 83,816 -5,932 -7%
AAS
21
Ameritas Advisory Services
Nebraska
$1.69M 80,679 -65 -0.1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.64M 78,413 +16,104 +26%
SPIA
23
Steward Partners Investment Advisory
New York
$1.4M 67,142 -3,316 -5%
Corient Private Wealth
24
Corient Private Wealth
Florida
$998K 47,697 -2,500 -5%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$965K 46,137 +973 +2%
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