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EOS

Eaton Vance Enhance Equity Income Fund II
EOS

124 hedge funds and large institutions have $226M invested in Eaton Vance Enhance Equity Income Fund II in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

0.75% less ownership

Funds ownership: 21.56% → 20.81% (-0.75%)

9% less funds holding

Funds holding: 137 → 124 (-13)

15% less capital invested

Capital invested by funds: $267M → $226M (-$41.2M)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
124
Holders Change
-13
Holders Change %
-9.49%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
48
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.42M
2
SFS
Shaker Financial Services
Virginia
+$1.99M
3
WAM
Wolverine Asset Management
Illinois
+$1.8M
4
Wells Fargo
Wells Fargo
California
+$1.09M
5
Cohen & Steers
Cohen & Steers
New York
+$877K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.61M
2
AAM
Advisors Asset Management
Colorado
-$1.8M
3
GAA
Global Assets Advisory
Florida
-$1.55M
4
Bank of America
Bank of America
North Carolina
-$1.53M
5
GC
Guggenheim Capital
Illinois
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.8M -$1.14M -51,841 -4%
Bank of America
2
Bank of America
North Carolina
$23.2M -$1.53M -69,647 -6%
Wells Fargo
3
Wells Fargo
California
$15.7M +$1.09M +49,891 +7%
GC
4
Guggenheim Capital
Illinois
$14.9M -$1.4M -63,648 -8%
Invesco
5
Invesco
Georgia
$14.8M -$127K -5,807 -0.8%
Raymond James Financial
6
Raymond James Financial
Florida
$14.3M +$338K +15,407 +2%
UBS Group
7
UBS Group
Switzerland
$8.76M -$264K -12,051 -3%
LPL Financial
8
LPL Financial
California
$8.44M +$70K +3,195 +0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.5M +$349K +15,912 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.14M -$638K -29,099 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.14M -$7.61M -347,182 -54%
SFS
12
Shaker Financial Services
Virginia
$5.64M +$1.99M +90,687 +49%
WAM
13
Wolverine Asset Management
Illinois
$5.01M +$1.8M +82,145 +50%
CWIG
14
Chung Wu Investment Group
Texas
$3.22M -$28.5K -1,300 -0.8%
JCFM
15
JBR Co Financial Management
Oklahoma
$3.2M – – –
LFG
16
Larson Financial Group
Missouri
$2.91M +$99.2K +4,526 +3%
AAM
17
Advisors Asset Management
Colorado
$2.72M -$1.8M -81,936 -38%
Cohen & Steers
18
Cohen & Steers
New York
$2.65M +$877K +40,000 +45%
1CP
19
1607 Capital Partners
Virginia
$2.64M +$810K +36,948 +40%
Ameriprise
20
Ameriprise
Minnesota
$2.53M +$128K +5,843 +5%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.47M +$23.5K +1,070 +0.9%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.33M -$1.25M -57,247 -33%
KIM
23
Karpus Investment Management
New York
$2.26M +$2.42M +110,532 New
FAOAI
24
Fund Advisors of America Inc
Florida
$2.18M -$41.6K -1,899 -2%
RBFC
25
Roman Butler Fullerton & Co
Missouri
$1.8M +$23.8K +1,085 +1%
1
2 3 4 5

EOS Hedge Fund Activity: Q1 2026 in Review

124 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q1 2026, worth a combined $226M — down 15% from $267M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EOS and 8 opened new positions — a net loss of 10 holders — while 34 trimmed existing stakes and 48 added.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $2.42M. The largest seller was Osaic Holdings, cutting an estimated $7.61M.

  • 124 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q1 2026, down from 137 in Q4 2025.
  • Funds reported $226M of Eaton Vance Enhance Equity Income Fund II stock for Q1 2026, down 15% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q1 2026 and 18 closed out, a net change of -10 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q1 2026 was Karpus Investment Management, an estimated $2.42M added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q1 2026 was Osaic Holdings, an estimated $7.61M sold.

Based on aggregated 13F filings for Q1 2026.