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EOI

Eaton Vance Enhanced Equity Income Fund

83 hedge funds and large institutions have $181M invested in Eaton Vance Enhanced Equity Income Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

1.5% more ownership

Funds ownership: 22.05%23.55% (+1.5%)

2% less capital invested

Capital invested by funds: $185M → $181M (-$4.08M)

6% less funds holding

Funds holding: 8883 (-5)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$28.3M +$1.12M +55,260 +4%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$27.7M +$14M +692,566 +89%
Morgan Stanley
3
Morgan Stanley
New York
$15.3M +$122K +6,034 +0.7%
Bank of America
4
Bank of America
North Carolina
$10.7M -$534K -26,449 -4%
Wells Fargo
5
Wells Fargo
California
$10.2M +$632K +31,280 +6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$10.2M +$58.7K +2,905 +0.5%
Invesco
7
Invesco
Georgia
$7.49M -$1.23M -60,704 -13%
LPL Financial
8
LPL Financial
California
$6.67M +$1.94M +96,094 +37%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.32M +$154K +7,608 +2%
GC
10
Guggenheim Capital
Illinois
$4.51M -$50.7K -2,509 -1%
RBFC
11
Roman Butler Fullerton & Co
Missouri
$4.34M +$23.6K +1,171 +0.5%
Ameriprise
12
Ameriprise
Minnesota
$4.15M +$55.3K +2,740 +1%
Truist Financial
13
Truist Financial
North Carolina
$3.77M +$223K +11,029 +6%
UBS Group
14
UBS Group
Switzerland
$3.54M -$41.3K -2,047 -1%
MYIA
15
Mount Yale Investment Advisors
Colorado
$3.54M -$27.3K -1,352 -0.7%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$3.49M -$27.3K -1,353 -0.7%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.16M -$664K -32,888 -16%
SPIA
18
Steward Partners Investment Advisory
New York
$2.53M +$1.49M +73,799 +121%
FFA
19
Farther Finance Advisors
California
$1.76M +$1.73M +85,735 +1,366%
TA
20
TPG Advisors
Illinois
$1.73M -$292K -14,469 -14%
AF
21
Allworth Financial
California
$1.69M -$89.8K -4,446 -5%
OC
22
OxenFree Capital
Florida
$1.61M +$255K +12,612 +19%
PFO
23
PMG Family Office
Texas
$1.53M +$111K +5,514 +7%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.4M -$230K -11,399 -13%
AAS
25
Ameritas Advisory Services
Nebraska
$1.02M -$70.9K -3,511 -6%

EOI Hedge Fund Activity: Q1 2026 in Review

83 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2026, worth a combined $181M — down 2.2% from $185M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EOI and 9 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 27 added.

The largest buyer was Focus Partners Wealth, adding an estimated $14M. The largest seller was Readystate Asset Management, exiting entirely with an estimated $2.06M sold.

  • 83 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2026, down from 88 in Q4 2025.
  • Funds reported $181M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2026, down 2.2% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2026 and 12 closed out, a net change of -3 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2026 was Focus Partners Wealth, an estimated $14M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2026 was Readystate Asset Management, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2026.