We are live on ! Find out more
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
TCM
76
Traynor Capital Management
Pennsylvania
$260K +$44 +2 +0%
AWAG
77
ARS Wealth Advisors Group
Florida
$260K +$3.31K +150 +1%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$257K – – –
SWM
79
Stockman Wealth Management
Montana
$242K – – –
US Bancorp
80
US Bancorp
Minnesota
$238K – – –
WB
81
WesBanco Bank
West Virginia
$238K +$217K +9,831 New
GSIAS
82
Garden State Investment Advisory Services
New Jersey
$236K -$7.39K -335 -3%
SWM
83
Spire Wealth Management
Virginia
$235K -$22.1K -1,001 -9%
AWS
84
Atria Wealth Solutions
New York
$233K +$221 +10 +0.1%
ASN
85
Advisory Services Network
Georgia
$226K +$206K +9,351 New
Comerica Bank
86
Comerica Bank
Texas
$221K +$1.37K +62 +0.7%
BRWA
87
B. Riley Wealth Advisors
Florida
$220K +$201K +9,092 New
AWM
88
Apollon Wealth Management
South Carolina
$220K +$200K +9,070 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$207K – – –
MA
90
MONECO Advisors
Connecticut
$204K +$186K +8,444 New
LNWWM
91
Laird Norton Wetherby Wealth Management
California
$203K +$185K +8,389 New
GWSG
92
GPS Wealth Strategies Group
Colorado
$169K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$153K +$8.91K +404 +7%
AF
94
Allworth Financial
California
$150K +$137K +6,192 New
TSMHT
95
Thurston Springer Miller Herd & Titak
Indiana
$131K +$2.38K +108 +2%
HI
96
Harbour Investments
Wisconsin
$103K +$1.83K +83 +2%
CCMW
97
Cypress Capital Management (Wyoming)
Wyoming
$85.9K – – –
FGC
98
Financial Gravity Companies
Texas
$73.4K +$66.9K +3,033 New
CFS
99
CGC Financial Services
Oregon
$72.7K – – –
FFWM
100
Future Financial Wealth Management
Ohio
$72.6K – – –
2 3
4
5 6

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.