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EOS

Eaton Vance Enhance Equity Income Fund II

137 hedge funds and large institutions have $267M invested in Eaton Vance Enhance Equity Income Fund II in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 30

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1.35% more ownership

Funds ownership: 20.21%21.56% (+1.4%)

4% more capital invested

Capital invested by funds: $256M → $267M (+$11.2M)

1% more funds holding

Funds holding: 136137 (+1)

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
17
Increased
49
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
26
Roman Butler Fullerton & Co
Missouri
$1.88M +$95.5K +4,121 +5%
PFO
27
PMG Family Office
Texas
$1.83M +$17.4K +750 +1%
Corient Private Wealth
28
Corient Private Wealth
Florida
$1.7M +$827K +35,674 +96%
IP
29
Indivisible Partners
Florida
$1.59M +$1.57M +67,803 New
GAA
30
Global Assets Advisory
Florida
$1.55M -$29.2K -1,259 -2%
LSC
31
Logan Stone Capital
Illinois
$1.42M +$1.41M +60,815 New
KAS
32
Kestra Advisory Services
Texas
$1.35M +$33.8K +1,458 +3%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.26M +$1.25M +54,028 New
SPIA
34
Steward Partners Investment Advisory
New York
$1.2M +$33.7K +1,453 +3%
Stifel Financial
35
Stifel Financial
Missouri
$1.18M -$95.2K -4,105 -8%
PAG
36
Private Advisor Group
New Jersey
$1.17M +$24.2K +1,045 +2%
OC
37
Oppenheimer & Co
New York
$1.04M +$50.1K +2,161 +5%
SWP
38
Stratos Wealth Partners
Ohio
$998K +$16.8K +725 +2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$980K +$23.4K +1,009 +2%
TGAM
40
TBH Global Asset Management
Tennessee
$927K +$2.83K +122 +0.3%
Calamos Advisors
41
Calamos Advisors
Illinois
$855K +$846K +36,513 New
CFGW
42
Chancellor Financial Group WB
Pennsylvania
$806K +$15.8K +681 +2%
DADC
43
D.A. Davidson & Co
Montana
$752K
Truist Financial
44
Truist Financial
North Carolina
$645K +$65.2K +2,814 +11%
WIA
45
World Investment Advisors
California
$629K +$372K +16,043 +148%
TWP
46
Tyche Wealth Partners
Texas
$624K +$301 +13 +0%
NA
47
NewEdge Advisors
Louisiana
$612K +$66K +2,845 +12%
P
48
&Partners
Tennessee
$574K +$1.62K +70 +0.3%
SF
49
Summit Financial
New Jersey
$559K -$31K -1,339 -5%
NS
50
NBC Securities
Alabama
$538K -$51.6K -2,225 -9%

EOS Hedge Fund Activity: Q4 2025 in Review

137 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q4 2025, worth a combined $267M — up 4.4% from $256M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EOS positions and 14 closed out — a net gain of 3 holders — while 49 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $3.69M. The largest seller was Concurrent Investment Advisors, exiting entirely with an estimated $4.56M sold.

  • 137 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q4 2025, up from 136 in Q3 2025.
  • Funds reported $267M of Eaton Vance Enhance Equity Income Fund II stock for Q4 2025, up 4.4% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q4 2025 and 14 closed out, a net change of +3 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q4 2025 was Invesco, an estimated $3.69M added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q4 2025 was Concurrent Investment Advisors, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2025.