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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.27M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$731K |
| 3 |
Morgan Stanley
New York
|
+$608K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$428K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.15M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$921K |
| 3 |
AFG
Atomi Financial Group
New York
|
-$511K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$472K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$398K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
76
Smartleaf Asset Management
Boston,
Massachusetts
| $10.6K | -$17.3K | -898 | -64% |
|
77
US Bancorp
Minneapolis,
Minnesota
| $5.73K | – | – | – |
|
78
AssetMark Inc
Concord,
California
| $502 | +$463 | +24 | New |
|
|
HNB
79
Huntington National Bank
Columbus,
Ohio
| $21 | – | – | – |
|
|
FAIM
80
Financial Advocates Investment Management
Olympia,
Washington
| – | -$921K | -49,079 | Closed |
|
|
AFG
81
Atomi Financial Group
New York
| – | -$511K | -27,214 | Closed |
|
|
ASN
82
Advisory Services Network
Atlanta,
Georgia
| – | -$472K | -25,155 | Closed |
|
|
WAM
83
Wolverine Asset Management
Chicago,
Illinois
| – | -$140K | -7,456 | Closed |
|
|
PA
84
PSI Advisors
Tampa,
Florida
| – | -$9.38K | -500 | Closed |
|
|
CA
85
CoreCap Advisors
Southfield,
Michigan
| – | -$1.88K | -100 | Closed |
|
|
CW
86
Curio Wealth
Annapolis,
Maryland
| – | -$21.2K | -1 | Closed |
|
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.