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EOI

Eaton Vance Enhanced Equity Income Fund

83 hedge funds and large institutions have $181M invested in Eaton Vance Enhanced Equity Income Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

1.5% more ownership

Funds ownership: 22.05%23.55% (+1.5%)

2% less capital invested

Capital invested by funds: $185M → $181M (-$4.08M)

6% less funds holding

Funds holding: 8883 (-5)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Stockman Wealth Management
Montana
$207K
WIA
52
World Investment Advisors
California
$200K
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$189K +$1.23K +61 +0.6%
GWM
54
Geneos Wealth Management
Colorado
$142K
CT
55
Colonial Trust
South Carolina
$127K
AIM
56
Axiom Investment Management
New York
$114K +$122K +6,054 New
NA
57
NewEdge Advisors
Louisiana
$112K +$7.83K +388 +7%
HI
58
Harbour Investments
Wisconsin
$101K +$109K +5,376 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$91.2K
HCM
60
Hollencrest Capital Management
California
$90.1K
LFG
61
Larson Financial Group
Missouri
$88.9K -$15.2K -754 -14%
SS
62
Sunbelt Securities
Texas
$83.2K
JP Morgan Chase
63
JP Morgan Chase
New York
$69.4K
NS
64
NBC Securities
Alabama
$50.9K +$485 +24 +0.9%
CTA
65
Colonial Trust Advisors
South Carolina
$39K +$202 +10 +0.5%
CFD
66
Creative Financial Designs
Indiana
$34.8K
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$28.2K +$30.3K +1,500 New
VWA
68
VSM Wealth Advisory
Maryland
$17.2K +$18.5K +916 New
BC
69
Barrett & Company
Rhode Island
$14.1K
NSIM
70
North Star Investment Management
Illinois
$13.5K
LI
71
LRI Investments
Florida
$11.6K
FGAM
72
Financial Gravity Asset Management
Texas
$9.95K +$10.7K +530 New
SAM
73
Smartleaf Asset Management
Massachusetts
$9.23K
SWP
74
Strategic Wealth Partners
Ohio
$8.83K
ASN
75
Advisory Services Network
Georgia
$5.17K +$5.55K +275 New

EOI Hedge Fund Activity: Q1 2026 in Review

83 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2026, worth a combined $181M — down 2.2% from $185M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EOI and 9 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 27 added.

The largest buyer was Focus Partners Wealth, adding an estimated $14M. The largest seller was Readystate Asset Management, exiting entirely with an estimated $2.06M sold.

  • 83 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2026, down from 88 in Q4 2025.
  • Funds reported $181M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2026, down 2.2% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2026 and 12 closed out, a net change of -3 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2026 was Focus Partners Wealth, an estimated $14M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2026 was Readystate Asset Management, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2026.