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EOI

Eaton Vance Enhanced Equity Income Fund

88 hedge funds and large institutions have $185M invested in Eaton Vance Enhanced Equity Income Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

5% more funds holding

Funds holding: 8488 (+4)

1.2% more ownership

Funds ownership: 20.85%22.05% (+1.2%)

4% more capital invested

Capital invested by funds: $179M → $185M (+$6.3M)

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
31
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$29.9M +$7.31M +361,076 +33%
Morgan Stanley
2
Morgan Stanley
New York
$16.6M -$210K -10,364 -1%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$16M +$15.8M +779,999 New
Bank of America
4
Bank of America
North Carolina
$12.2M +$112K +5,510 +0.9%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.1M +$1.07M +52,811 +11%
Wells Fargo
6
Wells Fargo
California
$10.6M +$383K +18,910 +4%
Invesco
7
Invesco
Georgia
$9.45M +$561K +27,719 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.76M +$309K +15,276 +5%
LPL Financial
9
LPL Financial
California
$5.33M +$291K +14,370 +6%
GC
10
Guggenheim Capital
Illinois
$4.98M -$1.59M -78,640 -24%
RBFC
11
Roman Butler Fullerton & Co
Missouri
$4.55M +$268K +13,218 +6%
Ameriprise
12
Ameriprise
Minnesota
$4.4M +$38.3K +1,894 +0.9%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.13M +$171K +8,461 +4%
UBS Group
14
UBS Group
Switzerland
$3.92M +$951 +47 +0%
MYIA
15
Mount Yale Investment Advisors
Colorado
$3.9M +$507K +25,068 +15%
Truist Financial
16
Truist Financial
North Carolina
$3.9M +$248K +12,233 +7%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$3.85M +$533K +26,358 +16%
TA
18
TPG Advisors
Illinois
$2.19M +$65.4K +3,230 +3%
RAM
19
Readystate Asset Management
Illinois
$2.06M +$2.03M +100,290 New
Corient Private Wealth
20
Corient Private Wealth
Florida
$1.96M +$965K +47,697 +100%
AF
21
Allworth Financial
California
$1.95M -$64.1K -3,169 -3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.77M +$61.7K +3,048 +4%
WAM
23
Wolverine Asset Management
Illinois
$1.67M +$1.56M +77,177 +1,901%
PFO
24
PMG Family Office
Texas
$1.57M +$14.2K +700 +0.9%
OC
25
OxenFree Capital
Florida
$1.4M +$59.3K +2,928 +4%

EOI Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q4 2025, worth a combined $185M — up 3.5% from $179M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EOI positions and 10 closed out — a net gain of 4 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $15.8M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $16.7M sold.

  • 88 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q4 2025, up from 84 in Q3 2025.
  • Funds reported $185M of Eaton Vance Enhanced Equity Income Fund stock for Q4 2025, up 3.5% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q4 2025 and 10 closed out, a net change of +4 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q4 2025 was Focus Partners Wealth, an estimated $15.8M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2025.