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EOI

Eaton Vance Enhanced Equity Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 7984 (+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%)

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
29
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$22.9M -$4.2M -199,091 -15%
Morgan Stanley
2
Morgan Stanley
New York
$17.2M -$275K -13,016 -2%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$16.7M -$118K -5,580 -0.7%
Bank of America
4
Bank of America
North Carolina
$12.4M +$320K +15,180 +3%
Wells Fargo
5
Wells Fargo
California
$10.4M +$469K +22,251 +5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$10.2M +$472K +22,388 +5%
Invesco
7
Invesco
Georgia
$9.07M -$163K -7,736 -2%
GC
8
Guggenheim Capital
Illinois
$6.74M -$734K -34,785 -10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.58M +$396K +18,758 +6%
CIA
10
Concurrent Investment Advisors
Florida
$5.32M -$660K -31,287 -11%
LPL Financial
11
LPL Financial
California
$5.14M +$624K +29,568 +14%
Ameriprise
12
Ameriprise
Minnesota
$4.45M +$235K +11,134 +6%
RBFC
13
Roman Butler Fullerton & Co
Missouri
$4.28M +$156K +7,373 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.09M +$256K +12,127 +7%
UBS Group
15
UBS Group
Switzerland
$4.01M +$108K +5,140 +3%
Truist Financial
16
Truist Financial
North Carolina
$3.72M +$140K +6,632 +4%
MYIA
17
Mount Yale Investment Advisors
Colorado
$3.46M +$3.47M +164,532 New
VAS
18
Vestmark Advisory Solutions
Massachusetts
$3.38M +$3.39M +160,942 New
TA
19
TPG Advisors
Illinois
$2.17M +$96.9K +4,595 +5%
AF
20
Allworth Financial
California
$2.05M -$13.2K -625 -0.6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.74M +$96.6K +4,582 +6%
AAS
22
Ameritas Advisory Services
Nebraska
$1.63M -$68.5K -3,250 -4%
PFO
23
PMG Family Office
Texas
$1.58M +$1.59M +75,443 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.4M -$358K -16,969 -20%
SPIA
25
Steward Partners Investment Advisory
New York
$1.37M -$41.7K -1,977 -3%

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.