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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

79 hedge funds and large institutions have $174M 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, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

11% more capital invested

Capital invested by funds: $156M → $174M (+$17.7M)

0.05% less ownership

Funds ownership: 20.44% → 20.39% (-0.05%)

4% less funds holding

Funds holding: 82 → 79 (-3)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
31
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.27M
2
GC
Guggenheim Capital
Illinois
+$731K
3
Morgan Stanley
Morgan Stanley
New York
+$608K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$428K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$311K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.15M
2
FAIM
Financial Advocates Investment Management
Washington
-$921K
3
AFG
Atomi Financial Group
New York
-$511K
4
ASN
Advisory Services Network
Georgia
-$472K
5
Raymond James Financial
Raymond James Financial
Florida
-$398K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$941K -$35.1K -1,822 -4%
Stifel Financial
27
Stifel Financial
Missouri
$933K +$75.2K +3,900 +10%
IAIM
28
International Assets Investment Management
Florida
$910K -$25.1K -1,300 -3%
HighTower Advisors
29
HighTower Advisors
Illinois
$907K +$21.6K +1,122 +3%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$840K +$130K +6,747 +20%
GPA
31
Guerra Pan Advisors
New Jersey
$828K – – –
SA
32
Sanctuary Advisors
Indiana
$663K -$5.01K -260 -0.8%
Mariner
33
Mariner
Kansas
$502K +$253K +13,100 +120%
SFS
34
Shaker Financial Services
Virginia
$501K -$1.15M -59,691 -71%
BRWA
35
B. Riley Wealth Advisors
Florida
$453K +$418K +21,659 New
ATPW
36
Ashton Thomas Private Wealth
Arizona
$452K +$1.97K +102 +0.5%
BKA
37
Brick & Kyle Associates
Pennsylvania
$451K -$22.7K -1,179 -5%
WWA
38
WCG Wealth Advisors
Nevada
$437K +$181K +9,362 +81%
AWS
39
Atria Wealth Solutions
New York
$431K -$21.7K -1,125 -5%
P
40
&Partners
Tennessee
$364K -$10.9K -566 -3%
CC
41
Commons Capital
Massachusetts
$313K +$1.89K +98 +0.7%
BMCM
42
Bryn Mawr Capital Management
Pennsylvania
$294K +$29.9K +1,553 +12%
EAM
43
Everstar Asset Management
North Carolina
$289K +$6.36K +330 +2%
WPW
44
Warther Private Wealth
Ohio
$287K – – –
SWA
45
Stratos Wealth Advisors
Ohio
$254K +$2.81K +146 +1%
JWCA
46
J.W. Cole Advisors
Florida
$253K +$16.5K +857 +8%
IC
47
IEQ Capital
California
$230K – – –
SWM
48
Stockman Wealth Management
Montana
$230K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$207K +$1.12K +58 +0.6%
SWP
50
Stratos Wealth Partners
Ohio
$204K -$40.7K -2,113 -18%
1
2
3 4

EOI Hedge Fund Activity: Q2 2025 in Review

79 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q2 2025, worth a combined $174M — up 11% from $156M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EOI and 6 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 31 added.

The largest buyer was LPL Financial, adding an estimated $1.27M. The largest seller was Shaker Financial Services, cutting an estimated $1.15M.

  • 79 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q2 2025, down from 82 in Q1 2025.
  • Funds reported $174M of Eaton Vance Enhanced Equity Income Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q2 2025 and 7 closed out, a net change of -1 holder.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q2 2025 was LPL Financial, an estimated $1.27M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q2 2025 was Shaker Financial Services, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2025.