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EOS

Eaton Vance Enhance Equity Income Fund II
EOS

128 hedge funds and large institutions have $218M invested in Eaton Vance Enhance Equity Income Fund II in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

5% more funds holding

Funds holding: 122 → 128 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.03% less ownership

Funds ownership: 19.6% → 19.56% (-0.03%)

11% less capital invested

Capital invested by funds: $246M → $218M (-$27.9M)

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
41
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
+$2.32M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.38M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.36M
4
Ameriprise
Ameriprise
Minnesota
+$971K
5
Jane Street
Jane Street
New York
+$893K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.9M
2
KIM
Karpus Investment Management
New York
-$2.24M
3
Bank of America
Bank of America
North Carolina
-$1.85M
4
Cohen & Steers
Cohen & Steers
New York
-$1.46M
5
Morgan Stanley
Morgan Stanley
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.02M +$36K +1,542 +3%
KAS
27
Kestra Advisory Services
Texas
$924K -$141K -6,044 -12%
PAG
28
Private Advisor Group
New Jersey
$885K +$40.7K +1,746 +4%
Corient Private Wealth
29
Corient Private Wealth
Florida
$843K +$32.8K +1,407 +4%
TGAM
30
TBH Global Asset Management
Tennessee
$835K +$2.85K +122 +0.3%
SFS
31
Shaker Financial Services
Virginia
$833K +$649K +27,809 +238%
Jane Street
32
Jane Street
New York
$808K +$893K +38,276 New
CFGW
33
Chancellor Financial Group WB
Pennsylvania
$716K +$101K +4,342 +15%
OC
34
Oppenheimer & Co
New York
$700K +$151K +6,469 +24%
DADC
35
D.A. Davidson & Co
Montana
$646K – – –
FG
36
Fairman Group
Pennsylvania
$633K – – –
AAS
37
Ameritas Advisory Services
Nebraska
$627K – – –
AFG
38
Atomi Financial Group
New York
$594K +$70.3K +3,013 +12%
TWP
39
Tyche Wealth Partners
Texas
$561K -$4.53K -194 -0.7%
NS
40
NBC Securities
Alabama
$514K +$569K +24,366 +101,525%
CCAL
41
City Center Advisors LLC
Michigan
$482K -$37.6K -1,611 -7%
WE
42
Wealth Effects
Massachusetts
$474K +$957 +41 +0.2%
CPA
43
Compass Planning Associates
Massachusetts
$471K – – –
Truist Financial
44
Truist Financial
North Carolina
$469K -$33.9K -1,453 -6%
IAIM
45
International Assets Investment Management
Florida
$468K -$2.82K -121 -0.5%
CAM
46
Costello Asset Management
Pennsylvania
$423K +$467K +20,030 New
WWA
47
WCG Wealth Advisors
Nevada
$394K +$435K +18,650 New
HighTower Advisors
48
HighTower Advisors
Illinois
$389K -$29.8K -1,276 -6%
SA
49
Sanctuary Advisors
Indiana
$389K -$5.95K -255 -1%
Creative Planning
50
Creative Planning
Kansas
$386K -$2.33K -100 -0.5%
1
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3 4 5

EOS Hedge Fund Activity: Q1 2025 in Review

128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q1 2025, worth a combined $218M — down 11% from $246M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EOS positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Global Assets Advisory, adding an estimated $2.32M. The largest seller was Invesco, cutting an estimated $2.9M.

  • 128 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q1 2025, up from 122 in Q4 2024.
  • Funds reported $218M of Eaton Vance Enhance Equity Income Fund II stock for Q1 2025, down 11% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q1 2025 and 11 closed out, a net change of +7 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q1 2025 was Global Assets Advisory, an estimated $2.32M added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q1 2025 was Invesco, an estimated $2.9M sold.

Based on aggregated 13F filings for Q1 2025.