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EOI

Eaton Vance Enhanced Equity Income Fund

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: 7984 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$209K +$1.16K +55 +0.6%
WS
52
Wedbush Securities
California
$207K +$208K +9,871 New
FFA
53
Farther Finance Advisors
California
$170K +$21.1K +1,000 +14%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$161K
CT
55
Colonial Trust
South Carolina
$146K
GWM
56
Geneos Wealth Management
Colorado
$121K
NA
57
NewEdge Advisors
Louisiana
$118K +$7.72K +366 +7%
LFG
58
Larson Financial Group
Missouri
$115K
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$102K
HCM
60
Hollencrest Capital Management
California
$101K
SS
61
Sunbelt Securities
Texas
$93K -$87.8K -4,164 -48%
JP Morgan Chase
62
JP Morgan Chase
New York
$93K +$12.7K +600 +16%
WAM
63
Wolverine Asset Management
Illinois
$85.3K +$85.6K +4,060 New
NS
64
NBC Securities
Alabama
$56K +$464 +22 +0.8%
CTA
65
Colonial Trust Advisors
South Carolina
$43.2K +$190 +9 +0.4%
CFD
66
Creative Financial Designs
Indiana
$38.9K
Comerica Bank
67
Comerica Bank
Texas
$31.5K
PS
68
Principal Securities
Iowa
$26.1K +$485 +23 +2%
TFGT
69
TS Financial Group (TSFG)
Illinois
$23K -$3.25K -154 -12%
NFSG
70
Newbridge Financial Services Group
Florida
$21K
BC
71
Barrett & Company
Rhode Island
$15.8K
NSIM
72
North Star Investment Management
Illinois
$15.1K
VWA
73
VSM Wealth Advisory
Maryland
$14.1K +$991 +47 +8%
LI
74
LRI Investments
Florida
$13K
SAM
75
Smartleaf Asset Management
Massachusetts
$10.6K

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.