EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

81 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, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-3
Holders Change %
-3.57%
% 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
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$1.38M
2
SFS
Shaker Financial Services
Virginia
+$1.15M
3
Wells Fargo
Wells Fargo
California
+$933K
4
Morgan Stanley
Morgan Stanley
New York
+$786K
5
CIA
Concurrent Investment Advisors
Florida
+$521K

Top Sellers

1
CW
Curio Wealth
Maryland
-$21.6M
2
GC
Guggenheim Capital
Illinois
-$1.96M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$677K
4
Ameriprise
Ameriprise
Minnesota
-$561K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$412K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$921K +$14.4K +770 +2%
DADC
27
D.A. Davidson & Co
Montana
$878K +$7.64K +407 +0.9%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$847K -$47.2K -2,515 -5%
IAIM
29
International Assets Investment Management
Florida
$840K +$37.5K +2,000 +5%
HighTower Advisors
30
HighTower Advisors
Illinois
$792K +$64.5K +3,439 +9%
Stifel Financial
31
Stifel Financial
Missouri
$764K -$88.9K -4,737 -10%
GPA
32
Guerra Pan Advisors
New Jersey
$742K +$63K +3,359 +9%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$627K +$4.69K +250 +0.8%
AFG
34
Atomi Financial Group
New York
$511K +$75.9K +4,046 +17%
ASN
35
Advisory Services Network
Georgia
$472K +$472K +25,155 New
BKA
36
Brick & Kyle Associates
Pennsylvania
$422K +$9.85K +531 +2%
AWS
37
Atria Wealth Solutions
New York
$407K +$144K +7,692 +55%
ATPW
38
Ashton Thomas Private Wealth
Arizona
$404K +$1.86K +99 +0.5%
P
39
&Partners
Tennessee
$336K +$29K +1,550 +9%
CC
40
Commons Capital
Massachusetts
$279K +$11.1K +592 +4%
WPW
41
Warther Private Wealth
Ohio
$257K – – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$255K +$119K +6,348 +88%
EAM
43
Everstar Asset Management
North Carolina
$253K +$3.11K +166 +1%
BMCM
44
Bryn Mawr Capital Management
Pennsylvania
$235K – – –
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$228K +$169 +9 +0.1%
SWA
46
Stratos Wealth Advisors
Ohio
$225K +$2.65K +141 +1%
SWP
47
Stratos Wealth Partners
Ohio
$222K – – –
WWA
48
WCG Wealth Advisors
Nevada
$216K +$216K +11,512 New
JWCA
49
J.W. Cole Advisors
Florida
$211K +$211K +11,254 New
SWM
50
Stockman Wealth Management
Montana
$206K – – –
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