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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
HighTower Advisors
51
HighTower Advisors
Illinois
$522K -$4.48K -186 -0.8%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$491K +$131K +5,431 +36%
CCAL
53
City Center Advisors LLC
Michigan
$482K -$18.5K -769 -4%
JWCA
54
J.W. Cole Advisors
Florida
$455K +$12.4K +515 +3%
SA
55
Sanctuary Advisors
Indiana
$438K
CT
56
Colonial Trust
South Carolina
$425K
CAM
57
Costello Asset Management
Pennsylvania
$419K -$22.6K -940 -5%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$417K +$770 +32 +0.2%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$414K +$13.4K +557 +3%
FAM
60
Formidable Asset Management
Ohio
$399K +$21.1K +875 +6%
UB
61
UMB Bank
Missouri
$375K
OHWP
62
Oak Harbor Wealth Partners
North Carolina
$372K
FHA
63
Flagship Harbor Advisors
Massachusetts
$362K
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$353K +$24.4K +1,013 +7%
JFG
65
Jefferies Financial Group
New York
$334K +$49.8K +2,070 +17%
CC
66
Commons Capital
Massachusetts
$317K +$1.97K +82 +0.6%
SDAM
67
Shulman DeMeo Asset Management
New York
$312K -$746 -31 -0.2%
FG
68
Fairman Group
Pennsylvania
$311K -$191K -7,934 -38%
AWG
69
Altus Wealth Group
Colorado
$307K +$14.8K +615 +5%
EAM
70
Empirical Asset Management
Massachusetts
$307K +$1.4K +58 +0.5%
Mariner
71
Mariner
Kansas
$302K +$304K +12,640 New
Baird Financial Group
72
Baird Financial Group
Wisconsin
$300K -$48.1K -2,000 -14%
BCA
73
Bay Colony Advisors
Massachusetts
$295K +$169 +7 +0.1%
DE
74
Diversified Enterprises
Delaware
$295K +$1.9K +79 +0.6%
HF
75
HRT Financial
New York
$292K +$294K +12,222 New

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.