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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
IC
51
IEQ Capital
California
$226K
SWM
52
Stockman Wealth Management
Montana
$226K
TCP
53
TMB Capital Partners
Arkansas
$223K +$220K +10,853 New
Mariner
54
Mariner
Kansas
$222K
JWCA
55
J.W. Cole Advisors
Florida
$221K -$16K -792 -6%
WIA
56
World Investment Advisors
California
$219K +$215K +10,634 New
SWP
57
Stratos Wealth Partners
Ohio
$209K +$951 +47 +0.5%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$205K +$1.17K +58 +0.6%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$157K
GWM
60
Geneos Wealth Management
Colorado
$156K +$36.4K +1,800 +31%
CT
61
Colonial Trust
South Carolina
$144K
FHA
62
Flagship Harbor Advisors
Massachusetts
$139K +$137K +6,782 New
FFA
63
Farther Finance Advisors
California
$129K -$36.7K -1,813 -22%
NA
64
NewEdge Advisors
Louisiana
$114K -$668 -33 -0.6%
LFG
65
Larson Financial Group
Missouri
$113K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$99.8K
HCM
67
Hollencrest Capital Management
California
$98.7K
SS
68
Sunbelt Securities
Texas
$91.1K
JP Morgan Chase
69
JP Morgan Chase
New York
$78.7K -$12.1K -600 -14%
KAS
70
Kestra Advisory Services
Texas
$67.2K +$66.1K +3,268 New
NS
71
NBC Securities
Alabama
$55.3K +$465 +23 +0.9%
CTA
72
Colonial Trust Advisors
South Carolina
$42.5K +$182 +9 +0.4%
CFD
73
Creative Financial Designs
Indiana
$38.1K
Comerica Bank
74
Comerica Bank
Texas
$30.8K
EBA
75
Eagle Bay Advisors
New York
$30.8K +$30.4K +1,500 New

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.