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EOI

Eaton Vance Enhanced Equity Income Fund

82 hedge funds and large institutions have $156M invested in Eaton Vance Enhanced Equity Income Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

0.04% more ownership

Funds ownership: 20.41%20.44% (+0.04%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 8482 (-2)

8% less capital invested

Capital invested by funds: $170M → $156M (-$13.8M)

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
39
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$921K +$15.6K +770 +2%
DADC
27
D.A. Davidson & Co
Montana
$878K +$8.24K +407 +0.9%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$847K -$50.9K -2,515 -5%
IAIM
29
International Assets Investment Management
Florida
$840K +$40.5K +2,000 +5%
HighTower Advisors
30
HighTower Advisors
Illinois
$792K +$69.6K +3,439 +9%
Stifel Financial
31
Stifel Financial
Missouri
$764K -$95.9K -4,737 -10%
GPA
32
Guerra Pan Advisors
New Jersey
$742K +$68K +3,359 +9%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$627K +$5.06K +250 +0.8%
SA
34
Sanctuary Advisors
Indiana
$599K -$4.05K -200 -0.6%
AFG
35
Atomi Financial Group
New York
$511K +$81.9K +4,046 +17%
ASN
36
Advisory Services Network
Georgia
$472K +$509K +25,155 New
BKA
37
Brick & Kyle Associates
Pennsylvania
$422K +$10.7K +531 +2%
AWS
38
Atria Wealth Solutions
New York
$407K +$156K +7,692 +55%
ATPW
39
Ashton Thomas Private Wealth
Arizona
$404K +$2K +99 +0.5%
P
40
&Partners
Tennessee
$336K +$31.4K +1,550 +9%
CC
41
Commons Capital
Massachusetts
$279K +$12K +592 +4%
WPW
42
Warther Private Wealth
Ohio
$257K
JP Morgan Chase
43
JP Morgan Chase
New York
$255K +$128K +6,348 +88%
EAM
44
Everstar Asset Management
North Carolina
$253K +$3.36K +166 +1%
BMCM
45
Bryn Mawr Capital Management
Pennsylvania
$235K
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$228K +$182 +9 +0.1%
SWA
47
Stratos Wealth Advisors
Ohio
$225K +$2.85K +141 +1%
SWP
48
Stratos Wealth Partners
Ohio
$222K
WWA
49
WCG Wealth Advisors
Nevada
$216K +$233K +11,512 New
JWCA
50
J.W. Cole Advisors
Florida
$211K +$228K +11,254 New

EOI Hedge Fund Activity: Q1 2025 in Review

82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2025, worth a combined $156M — down 8.1% from $170M a quarter earlier.

Fund positioning in EOI was balanced in Q1 2025: 7 funds opened new positions, 7 closed out, 39 added to existing stakes and 16 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.49M. The largest seller was Guggenheim Capital, cutting an estimated $2.11M.

  • 82 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2025, down from 84 in Q4 2024.
  • Funds reported $156M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2025, down 8.1% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2025 and 7 closed out, a net change of 0 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2025 was Osaic Holdings, an estimated $1.49M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2025 was Guggenheim Capital, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2025.