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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
CCAL
51
City Center Advisors LLC
Michigan
$535K +$62.4K +2,691 +13%
SC
52
Savant Capital
Illinois
$534K +$1.74K +75 +0.3%
CPA
53
Compass Planning Associates
Massachusetts
$523K
Creative Planning
54
Creative Planning
Kansas
$520K -$16.6K -716 -3%
HighTower Advisors
55
HighTower Advisors
Illinois
$511K +$23 +1 +0%
AAS
56
Ameritas Advisory Services
Nebraska
$500K -$105K -4,513 -17%
KA
57
Kovack Advisors
Florida
$499K +$494K +21,316 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$483K +$2.69K +116 +0.6%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$461K +$115K +4,942 +33%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$451K +$42.2K +1,821 +10%
JFG
61
Jefferies Financial Group
New York
$446K +$119K +5,115 +37%
JWCA
62
J.W. Cole Advisors
Florida
$436K +$13.8K +596 +3%
SA
63
Sanctuary Advisors
Indiana
$428K
CT
64
Colonial Trust
South Carolina
$416K
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$396K -$5.77K -249 -1%
FAM
66
Formidable Asset Management
Ohio
$394K
OHWP
67
Oak Harbor Wealth Partners
North Carolina
$364K
FHA
68
Flagship Harbor Advisors
Massachusetts
$355K
Jane Street
69
Jane Street
New York
$334K +$51.2K +2,210 +18%
CAM
70
Costello Asset Management
Pennsylvania
$329K -$80.1K -3,456 -20%
UB
71
UMB Bank
Missouri
$315K -$52.1K -2,247 -14%
DWS
72
Discipline Wealth Solutions
South Carolina
$313K +$58.2K +2,509 +23%
FG
73
Fairman Group
Pennsylvania
$304K
SDAM
74
Shulman DeMeo Asset Management
New York
$303K -$2.69K -116 -0.9%
EAM
75
Empirical Asset Management
Massachusetts
$301K +$1.41K +61 +0.5%

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.