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EOS

Eaton Vance Enhance Equity Income Fund II

136 hedge funds and large institutions have $256M invested in Eaton Vance Enhance Equity Income Fund II in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 21

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

5% more funds holding

Funds holding: 129136 (+7)

0.15% more ownership

Funds ownership: 20.06%20.21% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $257M → $256M (-$1.02M)

Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
55
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.35M +$198K +8,226 +17%
Stifel Financial
27
Stifel Financial
Missouri
$1.3M -$13.9K -579 -1%
SPIA
28
Steward Partners Investment Advisory
New York
$1.19M +$16.3K +679 +1%
PAG
29
Private Advisor Group
New Jersey
$1.17M +$196K +8,132 +20%
OC
30
Oppenheimer & Co
New York
$1.01M +$163K +6,762 +19%
SWP
31
Stratos Wealth Partners
Ohio
$1M +$75.2K +3,126 +8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$977K +$24.6K +1,020 +3%
WAM
33
Wolverine Asset Management
Illinois
$975K +$981K +40,758 New
TGAM
34
TBH Global Asset Management
Tennessee
$945K -$26.5K -1,100 -3%
Corient Private Wealth
35
Corient Private Wealth
Florida
$886K -$16.7K -693 -2%
CFGW
36
Chancellor Financial Group WB
Pennsylvania
$808K +$44.1K +1,831 +6%
DADC
37
D.A. Davidson & Co
Montana
$769K +$24.1K +1,000 +3%
AFG
38
Atomi Financial Group
New York
$690K +$30.5K +1,266 +5%
TWP
39
Tyche Wealth Partners
Texas
$637K +$313 +13 +0%
AAS
40
Ameritas Advisory Services
Nebraska
$619K -$5.37K -223 -0.9%
NS
41
NBC Securities
Alabama
$604K +$20.1K +835 +3%
SF
42
Summit Financial
New Jersey
$603K +$35.5K +1,475 +6%
Truist Financial
43
Truist Financial
North Carolina
$592K +$52.4K +2,178 +10%
P
44
&Partners
Tennessee
$586K +$589K +24,468 New
NA
45
NewEdge Advisors
Louisiana
$558K +$84.9K +3,527 +18%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$555K +$558K +23,200 New
Creative Planning
47
Creative Planning
Kansas
$549K +$98.3K +4,085 +22%
SC
48
Savant Capital
Illinois
$544K +$169K +7,040 +45%
CPA
49
Compass Planning Associates
Massachusetts
$534K
IAIM
50
International Assets Investment Management
Florida
$531K

EOS Hedge Fund Activity: Q3 2025 in Review

136 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q3 2025, worth a combined $256M — down 0.4% from $257M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EOS positions and 7 closed out — a net gain of 9 holders — while 55 added to existing stakes and 21 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.38M. The largest seller was Bank of America, cutting an estimated $4.01M.

  • 136 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q3 2025, up from 129 in Q2 2025.
  • Funds reported $256M of Eaton Vance Enhance Equity Income Fund II stock for Q3 2025, down 0.4% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q3 2025 and 7 closed out, a net change of +9 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q3 2025 was Shaker Financial Services, an estimated $1.38M added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q3 2025 was Bank of America, an estimated $4.01M sold.

Based on aggregated 13F filings for Q3 2025.