Eaton Vance Enhanced Equity Income Fund
EOI
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.
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: 79 → 84 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$3.47M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$3.39M |
| 3 |
LPL Financial
San Diego,
California
|
+$624K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$472K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$4.2M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$734K |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$660K |
| 4 |
OC
OxenFree Capital
Satellite Beach,
Florida
|
-$394K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$358K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
76
Strategic Wealth Partners
Independence,
Ohio
| $9.87K | +$9.91K | +470 | New |
|
77
US Bancorp
Minneapolis,
Minnesota
| $5.75K | – | – | – |
|
|
CTC
78
Central Trust Company
Jefferson City,
Missouri
| $4.2K | +$4.22K | +200 | New |
|
|
DJSG
79
D.J. St. Germain
Springfield,
Massachusetts
| $4.2K | +$4.22K | +200 | New |
|
|
HWP
80
Highline Wealth Partners
Sherman Oaks,
California
| $4.2K | +$4.22K | +200 | New |
|
|
ETC
81
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $1.49K | -$39.3K | -1,863 | -96% |
|
82
AssetMark Inc
Concord,
California
| $504 | – | – | – |
|
|
GFWA
83
Grey Fox Wealth Advisors
Rockland,
Delaware
| $274 | +$274 | +13 | New |
|
|
HNB
84
Huntington National Bank
Columbus,
Ohio
| $21 | – | – | – |
|
|
EAM
85
Everstar Asset Management
Mooresville,
North Carolina
| – | -$289K | -13,820 | Closed |
|
|
WPW
86
Warther Private Wealth
Akron,
Ohio
| – | -$287K | -13,700 | Closed |
|
|
EC
87
Elequin Capital
New York
| – | -$61K | -2,918 | Closed |
|
|
TCOV
88
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$13.6K | -650 | Closed |
|
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.