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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
CT
51
Colonial Trust
South Carolina
$375K – – –
JWCA
52
J.W. Cole Advisors
Florida
$370K +$409K +17,529 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$367K +$406K +17,400 New
UB
54
UMB Bank
Missouri
$331K – – –
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$330K +$365K +15,637 New
SC
56
Savant Capital
Illinois
$329K +$933 +40 +0.3%
FAM
57
Formidable Asset Management
Ohio
$329K +$4.67K +200 +1%
OHWP
58
Oak Harbor Wealth Partners
North Carolina
$328K – – –
FHA
59
Flagship Harbor Advisors
Massachusetts
$320K – – –
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$283K +$4.92K +211 +2%
SDAM
61
Shulman DeMeo Asset Management
New York
$277K -$3.2K -137 -1%
CC
62
Commons Capital
Massachusetts
$276K +$12.4K +530 +4%
VF
63
Virtu Financial
New York
$274K +$303K +12,998 New
EAM
64
Empirical Asset Management
Massachusetts
$268K +$296K +12,697 New
Baird Financial Group
65
Baird Financial Group
Wisconsin
$264K +$291K +12,492 New
PWM
66
Perigon Wealth Management
California
$263K – – –
BCA
67
Bay Colony Advisors
Massachusetts
$261K -$17.1K -733 -6%
DE
68
Diversified Enterprises
Delaware
$258K -$210 -9 -0.1%
AWG
69
Altus Wealth Group
Colorado
$258K – – –
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$256K -$396K -16,968 -58%
SWP
71
Semus Wealth Partners
Florida
$255K – – –
XT
72
XTX Topco
Cayman Islands
$253K +$280K +12,013 New
Goldman Sachs
73
Goldman Sachs
New York
$245K +$271K +11,610 New
BH
74
Burk Holdings
Oklahoma
$239K – – –
TCM
75
Traynor Capital Management
Pennsylvania
$228K +$23 +1 +0%
1 2
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.