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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
SS
51
Sunbelt Securities
Texas
$178K – – –
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$160K – – –
FFA
53
Farther Finance Advisors
California
$148K – – –
CT
54
Colonial Trust
South Carolina
$146K – – –
GWM
55
Geneos Wealth Management
Colorado
$121K -$48.9K -2,536 -31%
LFG
56
Larson Financial Group
Missouri
$115K – – –
NA
57
NewEdge Advisors
Louisiana
$110K -$656 -34 -0.6%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$102K -$51.6K -2,675 -36%
HCM
59
Hollencrest Capital Management
California
$100K – – –
JP Morgan Chase
60
JP Morgan Chase
New York
$80.1K -$188K -9,751 -72%
EC
61
Elequin Capital
New York
$61K -$50.1K -2,596 -47%
NS
62
NBC Securities
Alabama
$55K +$443 +23 +0.9%
CTA
63
Colonial Trust Advisors
South Carolina
$42.8K +$174 +9 +0.4%
ETC
64
Exchange Traded Concepts
Oklahoma
$40.5K +$37.3K +1,934 New
CFD
65
Creative Financial Designs
Indiana
$38.7K – – –
Comerica Bank
66
Comerica Bank
Texas
$31.4K – – –
TFGT
67
TS Financial Group (TSFG)
Illinois
$26K +$58 +3 +0.2%
PS
68
Principal Securities
Iowa
$25.5K +$926 +48 +4%
NFSG
69
Newbridge Financial Services Group
Florida
$20.9K +$19.3K +1,000 New
BC
70
Barrett & Company
Rhode Island
$15.7K – – –
NSIM
71
North Star Investment Management
Illinois
$15K – – –
TCOV
72
Trust Company of Vermont
Vermont
$13.6K +$12.5K +650 New
VWA
73
VSM Wealth Advisory
Maryland
$13.1K +$1.58K +82 +15%
LI
74
LRI Investments
Florida
$12.9K – – –
FGC
75
Financial Gravity Companies
Texas
$11.1K +$10.2K +530 New
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.