We are live on ! Find out more
EOI

Eaton Vance Enhanced Equity Income Fund

82 hedge funds and large institutions have $156M invested in Eaton Vance Enhanced Equity Income Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

0.04% more ownership

Funds ownership: 20.41%20.44% (+0.04%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 8482 (-2)

8% less capital invested

Capital invested by funds: $170M → $156M (-$13.8M)

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
39
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$24.6M +$80.3K +3,970 +0.3%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$15.3M -$444K -21,964 -3%
Morgan Stanley
3
Morgan Stanley
New York
$15M +$848K +41,916 +6%
Bank of America
4
Bank of America
North Carolina
$11M +$167K +8,242 +1%
Wells Fargo
5
Wells Fargo
California
$8.74M +$1.01M +49,739 +12%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.63M -$730K -36,075 -7%
Invesco
7
Invesco
Georgia
$8.46M -$88.3K -4,364 -1%
GC
8
Guggenheim Capital
Illinois
$5.96M -$2.11M -104,366 -25%
CIA
9
Concurrent Investment Advisors
Florida
$5.28M +$562K +27,784 +11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.11M +$285K +14,091 +5%
Ameriprise
11
Ameriprise
Minnesota
$3.92M -$605K -29,905 -13%
UBS Group
12
UBS Group
Switzerland
$3.64M -$145K -7,150 -4%
RBFC
13
Roman Butler Fullerton & Co
Missouri
$3.45M +$70.5K +3,483 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.39M +$1.49M +73,758 +69%
Truist Financial
15
Truist Financial
North Carolina
$3.19M -$60.6K -2,994 -2%
LPL Financial
16
LPL Financial
California
$2.8M +$477K +23,559 +19%
TA
17
TPG Advisors
Illinois
$1.84M +$18.5K +913 +0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.68M +$141K +6,958 +8%
AAS
19
Ameritas Advisory Services
Nebraska
$1.68M
AF
20
Allworth Financial
California
$1.61M -$123K -6,065 -6%
SFS
21
Shaker Financial Services
Virginia
$1.57M +$1.24M +61,435 +277%
OC
22
OxenFree Capital
Florida
$1.38M -$28.7K -1,418 -2%
SPIA
23
Steward Partners Investment Advisory
New York
$1.32M -$68.8K -3,400 -5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.17M +$49.2K +2,431 +4%
Corient Private Wealth
25
Corient Private Wealth
Florida
$942K

EOI Hedge Fund Activity: Q1 2025 in Review

82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2025, worth a combined $156M — down 8.1% from $170M a quarter earlier.

Fund positioning in EOI was balanced in Q1 2025: 7 funds opened new positions, 7 closed out, 39 added to existing stakes and 16 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.49M. The largest seller was Guggenheim Capital, cutting an estimated $2.11M.

  • 82 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2025, down from 84 in Q4 2024.
  • Funds reported $156M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2025, down 8.1% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2025 and 7 closed out, a net change of 0 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2025 was Osaic Holdings, an estimated $1.49M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2025 was Guggenheim Capital, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2025.