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EOI

Eaton Vance Enhanced Equity Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 8279 (-3)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
31
Reduced
25
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
$27M -$398K -20,648 -2%
Morgan Stanley
2
Morgan Stanley
New York
$17.4M +$608K +31,546 +4%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$16.8M -$227K -11,773 -1%
Bank of America
4
Bank of America
North Carolina
$12M -$260K -13,493 -2%
Wells Fargo
5
Wells Fargo
California
$9.89M +$132K +6,850 +1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$9.73M +$101K +5,254 +1%
Invesco
7
Invesco
Georgia
$9.19M -$220K -11,433 -3%
GC
8
Guggenheim Capital
Illinois
$7.44M +$731K +37,911 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.17M +$428K +22,217 +8%
CIA
10
Concurrent Investment Advisors
Florida
$5.96M +$65.7K +3,407 +1%
LPL Financial
11
LPL Financial
California
$4.5M +$1.27M +65,660 +44%
Ameriprise
12
Ameriprise
Minnesota
$4.21M -$156K -8,115 -4%
RBFC
13
Roman Butler Fullerton & Co
Missouri
$4.18M +$103K +5,352 +3%
UBS Group
14
UBS Group
Switzerland
$3.88M -$162K -8,424 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.77M -$6.59K -342 -0.2%
Truist Financial
16
Truist Financial
North Carolina
$3.57M +$13K +676 +0.4%
TA
17
TPG Advisors
Illinois
$2.06M +$8.77K +455 +0.5%
AF
18
Allworth Financial
California
$2.06M +$198K +10,260 +12%
OC
19
OxenFree Capital
Florida
$1.75M +$51.2K +2,656 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.75M -$114K -5,932 -7%
AAS
21
Ameritas Advisory Services
Nebraska
$1.69M -$1.25K -65 -0.1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.64M +$311K +16,104 +26%
SPIA
23
Steward Partners Investment Advisory
New York
$1.4M -$63.9K -3,316 -5%
Corient Private Wealth
24
Corient Private Wealth
Florida
$998K -$48.2K -2,500 -5%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$965K +$18.8K +973 +2%

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.