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EOI

Eaton Vance Enhanced Equity Income Fund

88 hedge funds and large institutions have $185M invested in Eaton Vance Enhanced Equity Income Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

5% more funds holding

Funds holding: 8488 (+4)

1.2% more ownership

Funds ownership: 20.85%22.05% (+1.2%)

4% more capital invested

Capital invested by funds: $179M → $185M (+$6.3M)

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
31
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.37M -$6.25K -309 -0.5%
SPIA
27
Steward Partners Investment Advisory
New York
$1.25M -$84.5K -4,173 -6%
AAS
28
Ameritas Advisory Services
Nebraska
$1.19M -$398K -19,656 -25%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.03M -$3.2K -158 -0.3%
Stifel Financial
30
Stifel Financial
Missouri
$922K -$5.1K -252 -0.6%
DADC
31
D.A. Davidson & Co
Montana
$857K -$45.2K -2,233 -5%
HighTower Advisors
32
HighTower Advisors
Illinois
$831K -$17.1K -847 -2%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$826K
GPA
34
Guerra Pan Advisors
New Jersey
$813K
SA
35
Sanctuary Advisors
Indiana
$552K -$68.8K -3,401 -11%
LCM
36
Landscape Capital Management
New Jersey
$523K +$514K +25,418 New
ATPW
37
Ashton Thomas Private Wealth
Arizona
$448K +$2.08K +103 +0.5%
DJYG
38
David J. Yvars Group
Florida
$434K +$428K +21,128 New
BKA
39
Brick & Kyle Associates
Pennsylvania
$433K -$10.1K -500 -2%
WWA
40
WCG Wealth Advisors
Nevada
$429K
P
41
&Partners
Tennessee
$416K +$60.3K +2,980 +17%
SFS
42
Shaker Financial Services
Virginia
$380K -$131K -6,492 -26%
RIA
43
Rhodes Investment Advisors
Texas
$370K +$364K +17,990 New
BRWA
44
B. Riley Wealth Advisors
Florida
$366K -$78.6K -3,883 -18%
CC
45
Commons Capital
Massachusetts
$365K +$22.5K +1,111 +7%
IP
46
Indivisible Partners
Florida
$333K +$327K +16,177 New
BMCM
47
Bryn Mawr Capital Management
Pennsylvania
$309K +$19.6K +966 +7%
LSC
48
Logan Stone Capital
Illinois
$301K +$296K +14,650 New
SWA
49
Stratos Wealth Advisors
Ohio
$256K +$2.98K +147 +1%
WS
50
Wedbush Securities
California
$227K +$23.4K +1,157 +12%

EOI Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2025, worth a combined $185M — up 3.5% from $179M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EOI positions and 10 closed out — a net gain of 4 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $15.8M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $16.7M sold.

  • 88 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2025, up from 84 in Q3 2025.
  • Funds reported $185M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2025, up 3.5% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2025 and 10 closed out, a net change of +4 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2025 was Focus Partners Wealth, an estimated $15.8M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2025.