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EOS

Eaton Vance Enhance Equity Income Fund II

129 hedge funds and large institutions have $257M invested in Eaton Vance Enhance Equity Income Fund II in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

18% more capital invested

Capital invested by funds: $218M → $257M (+$39.5M)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 128129 (+1)

0.49% more ownership

Funds ownership: 19.56%20.06% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
41
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.19M +$14.7K +668 +1%
KAS
27
Kestra Advisory Services
Texas
$1.16M +$95.2K +4,315 +10%
PAG
28
Private Advisor Group
New Jersey
$992K -$21.5K -975 -2%
TGAM
29
TBH Global Asset Management
Tennessee
$979K +$21.6K +978 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$964K -$574K -26,003 -40%
SWP
31
Stratos Wealth Partners
Ohio
$939K +$855K +38,781 New
Corient Private Wealth
32
Corient Private Wealth
Florida
$913K -$49.5K -2,244 -6%
OC
33
Oppenheimer & Co
New York
$856K +$47.8K +2,169 +7%
CFGW
34
Chancellor Financial Group WB
Pennsylvania
$773K -$44.6K -2,022 -6%
DADC
35
D.A. Davidson & Co
Montana
$754K +$11K +500 +2%
AFG
36
Atomi Financial Group
New York
$668K -$12.2K -555 -2%
TWP
37
Tyche Wealth Partners
Texas
$644K +$265 +12 +0%
AAS
38
Ameritas Advisory Services
Nebraska
$632K -$5.05K -229 -0.9%
NS
39
NBC Securities
Alabama
$590K
SF
40
Summit Financial
New Jersey
$574K +$523K +23,722 New
Truist Financial
41
Truist Financial
North Carolina
$546K +$7.1K +322 +1%
WE
42
Wealth Effects
Massachusetts
$544K +$904 +41 +0.2%
CPA
43
Compass Planning Associates
Massachusetts
$541K
IAIM
44
International Assets Investment Management
Florida
$534K -$2.85K -129 -0.6%
HighTower Advisors
45
HighTower Advisors
Illinois
$533K +$78.4K +3,556 +19%
KA
46
Kovack Advisors
Florida
$528K +$481K +21,816 New
FG
47
Fairman Group
Pennsylvania
$507K -$121K -5,484 -21%
CCAL
48
City Center Advisors LLC
Michigan
$507K -$42.4K -1,922 -8%
NA
49
NewEdge Advisors
Louisiana
$479K +$322K +14,588 +281%
Creative Planning
50
Creative Planning
Kansas
$456K +$11.9K +539 +3%

EOS Hedge Fund Activity: Q2 2025 in Review

129 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q2 2025, worth a combined $257M — up 18% from $218M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EOS positions and 14 closed out — a net gain of 2 holders — while 41 added to existing stakes and 34 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.66M. The largest seller was Global Assets Advisory, cutting an estimated $2.2M.

  • 129 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q2 2025, up from 128 in Q1 2025.
  • Funds reported $257M of Eaton Vance Enhance Equity Income Fund II stock for Q2 2025, up 18% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q2 2025 and 14 closed out, a net change of +2 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q2 2025 was Osaic Holdings, an estimated $8.66M added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q2 2025 was Global Assets Advisory, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2025.