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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

84 hedge funds and large institutions have $179M invested in Eaton Vance Enhanced Equity Income Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

6% more funds holding

Funds holding: 79 → 84 (+5)

3% more capital invested

Capital invested by funds: $174M → $179M (+$4.61M)

0.46% more ownership

Funds ownership: 20.39% → 20.85% (+0.46%)

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MYIA
Mount Yale Investment Advisors
Colorado
+$3.47M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$3.39M
3
LPL Financial
LPL Financial
California
+$624K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$472K
5
Wells Fargo
Wells Fargo
California
+$469K

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$4.2M
2
GC
Guggenheim Capital
Illinois
-$734K
3
CIA
Concurrent Investment Advisors
Florida
-$660K
4
OC
OxenFree Capital
Florida
-$394K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
OxenFree Capital
Florida
$1.37M -$394K -18,687 -22%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.05M +$85.5K +4,053 +9%
Corient Private Wealth
28
Corient Private Wealth
Florida
$1M – – –
Stifel Financial
29
Stifel Financial
Missouri
$947K +$9.89K +469 +1%
DADC
30
D.A. Davidson & Co
Montana
$922K -$23.1K -1,094 -2%
IAIM
31
International Assets Investment Management
Florida
$911K – – –
HighTower Advisors
32
HighTower Advisors
Illinois
$867K -$43.8K -2,076 -5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$843K – – –
GPA
34
Guerra Pan Advisors
New Jersey
$831K – – –
SA
35
Sanctuary Advisors
Indiana
$636K -$29.7K -1,410 -4%
SFS
36
Shaker Financial Services
Virginia
$524K +$21.2K +1,007 +4%
ATPW
37
Ashton Thomas Private Wealth
Arizona
$456K +$2.05K +97 +0.4%
BRWA
38
B. Riley Wealth Advisors
Florida
$456K +$1.03K +49 +0.2%
BKA
39
Brick & Kyle Associates
Pennsylvania
$453K – – –
WWA
40
WCG Wealth Advisors
Nevada
$438K – – –
P
41
&Partners
Tennessee
$362K -$3.16K -150 -0.9%
CC
42
Commons Capital
Massachusetts
$349K +$35.1K +1,664 +11%
BMCM
43
Bryn Mawr Capital Management
Pennsylvania
$295K – – –
JWCA
44
J.W. Cole Advisors
Florida
$290K +$35.6K +1,687 +14%
SWA
45
Stratos Wealth Advisors
Ohio
$258K +$2.93K +139 +1%
Jane Street
46
Jane Street
New York
$234K +$235K +11,141 New
IC
47
IEQ Capital
California
$231K – – –
SWM
48
Stockman Wealth Management
Montana
$231K – – –
Mariner
49
Mariner
Kansas
$227K -$278K -13,200 -55%
SWP
50
Stratos Wealth Partners
Ohio
$212K +$7.78K +369 +4%
1
2
3 4

EOI Hedge Fund Activity: Q3 2025 in Review

84 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q3 2025, worth a combined $179M — up 2.7% from $174M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EOI positions and 4 closed out — a net gain of 7 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Mount Yale Investment Advisors, opening a new position worth an estimated $3.47M. The largest seller was Raymond James Financial, cutting an estimated $4.2M.

  • 84 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q3 2025, up from 79 in Q2 2025.
  • Funds reported $179M of Eaton Vance Enhanced Equity Income Fund stock for Q3 2025, up 2.7% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q3 2025 and 4 closed out, a net change of +7 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q3 2025 was Mount Yale Investment Advisors, an estimated $3.47M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q3 2025 was Raymond James Financial, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2025.