We are live on ! Find out more
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
IC
51
IEQ Capital
California
$206K
SWM
52
Stockman Wealth Management
Montana
$206K
Mariner
53
Mariner
Kansas
$205K +$2.02K +100 +0.9%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$184K +$1.13K +56 +0.6%
SS
55
Sunbelt Securities
Texas
$161K
GWM
56
Geneos Wealth Management
Colorado
$156K +$121K +5,972 +256%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$141K +$33.4K +1,650 +28%
WAM
58
Wolverine Asset Management
Illinois
$140K +$151K +7,456 New
FFA
59
Farther Finance Advisors
California
$133K +$48.1K +2,375 +50%
CT
60
Colonial Trust
South Carolina
$131K
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$128K
EC
62
Elequin Capital
New York
$103K +$17.1K +845 +18%
LFG
63
Larson Financial Group
Missouri
$103K
NA
64
NewEdge Advisors
Louisiana
$98.9K -$142 -7 -0.1%
HCM
65
Hollencrest Capital Management
California
$90K
NS
66
NBC Securities
Alabama
$49K +$53K +2,617 +130,850%
CTA
67
Colonial Trust Advisors
South Carolina
$38.2K +$162 +8 +0.4%
CFD
68
Creative Financial Designs
Indiana
$34.7K
Comerica Bank
69
Comerica Bank
Texas
$28.1K
SAM
70
Smartleaf Asset Management
Massachusetts
$26.3K
PS
71
Principal Securities
Iowa
$24.3K
TFGT
72
TS Financial Group (TSFG)
Illinois
$23K +$3.06K +151 +14%
CW
73
Curio Wealth
Maryland
$21.2K -$20.6K -1,018 -100%
BC
74
Barrett & Company
Rhode Island
$14.1K
NSIM
75
North Star Investment Management
Illinois
$13.5K

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.