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EOS

Eaton Vance Enhance Equity Income Fund II
EOS

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: 128 → 129 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$8.66M
2
SWP
Stratos Wealth Partners
Ohio
+$855K
3
Invesco
Invesco
Georgia
+$753K
4
Wells Fargo
Wells Fargo
California
+$661K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$653K

Top Sellers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
-$2.2M
2
GC
Guggenheim Capital
Illinois
-$1.49M
3
Jane Street
Jane Street
New York
-$808K
4
Ameriprise
Ameriprise
Minnesota
-$737K
5
UBS Group
UBS Group
Switzerland
-$615K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$448K +$21.2K +963 +5%
CAM
52
Costello Asset Management
Pennsylvania
$447K -$34.8K -1,578 -8%
SA
53
Sanctuary Advisors
Indiana
$443K -$2.76K -125 -0.7%
WWA
54
WCG Wealth Advisors
Nevada
$438K -$12.1K -550 -3%
CT
55
Colonial Trust
South Carolina
$430K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$421K – – –
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$407K +$24.5K +1,111 +7%
SC
58
Savant Capital
Illinois
$380K +$1.65K +75 +0.5%
UB
59
UMB Bank
Missouri
$380K – – –
OHWP
60
Oak Harbor Wealth Partners
North Carolina
$376K – – –
FHA
61
Flagship Harbor Advisors
Massachusetts
$367K – – –
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$366K +$37.8K +1,713 +13%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$352K +$45.1K +2,046 +16%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$333K +$35.3K +1,601 +13%
FAM
65
Formidable Asset Management
Ohio
$329K – – –
CC
66
Commons Capital
Massachusetts
$319K +$1.9K +86 +0.7%
SDAM
67
Shulman DeMeo Asset Management
New York
$317K -$1.39K -63 -0.5%
EAM
68
Empirical Asset Management
Massachusetts
$309K +$1.32K +60 +0.5%
BCA
69
Bay Colony Advisors
Massachusetts
$298K -$2.6K -118 -0.9%
DE
70
Diversified Enterprises
Delaware
$296K -$199 -9 -0.1%
AWG
71
Altus Wealth Group
Colorado
$296K – – –
PWM
72
Perigon Wealth Management
California
$295K -$5.74K -260 -2%
JFG
73
Jefferies Financial Group
New York
$288K +$262K +11,880 New
BH
74
Burk Holdings
Oklahoma
$274K – – –
SWP
75
Semus Wealth Partners
Florida
$270K -$20.9K -949 -8%
1 2
3
4 5

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.