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EOS

Eaton Vance Enhance Equity Income Fund II
EOS

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: 129 → 136 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.38M
2
UBS Group
UBS Group
Switzerland
+$1.06M
3
WAM
Wolverine Asset Management
Illinois
+$981K
4
Wells Fargo
Wells Fargo
California
+$648K
5
P
&Partners
Tennessee
+$589K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.01M
2
AAM
Advisors Asset Management
Colorado
-$3.14M
3
GC
Guggenheim Capital
Illinois
-$1.34M
4
Morgan Stanley
Morgan Stanley
New York
-$539K
5
KA
Kovack Advisors
Florida
-$528K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
76
Perigon Wealth Management
California
$292K – – –
Jane Street
77
Jane Street
New York
$289K +$290K +12,067 New
BH
78
Burk Holdings
Oklahoma
$271K – – –
DWS
79
Discipline Wealth Solutions
South Carolina
$260K +$262K +10,882 New
WIA
80
World Investment Advisors
California
$259K +$261K +10,830 New
TCM
81
Traynor Capital Management
Pennsylvania
$259K +$24 +1 +0%
AWAG
82
ARS Wealth Advisors Group
Florida
$257K – – –
Neuberger Berman Group
83
Neuberger Berman Group
New York
$254K – – –
SWM
84
Spire Wealth Management
Virginia
$251K +$18.9K +786 +8%
SAW
85
Signal Advisors Wealth
Michigan
$247K +$248K +10,322 New
WWA
86
WCG Wealth Advisors
Nevada
$242K -$193K -8,000 -44%
SWM
87
Stockman Wealth Management
Montana
$239K – – –
US Bancorp
88
US Bancorp
Minnesota
$235K – – –
WB
89
WesBanco Bank
West Virginia
$235K – – –
ASN
90
Advisory Services Network
Georgia
$224K – – –
MYIA
91
Mount Yale Investment Advisors
Colorado
$217K +$211K +8,745 +2,626%
AWM
92
Apollon Wealth Management
South Carolina
$217K – – –
WE
93
Wealth Effects
Massachusetts
$215K -$325K -13,484 -60%
Comerica Bank
94
Comerica Bank
Texas
$215K -$3.42K -142 -2%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$205K – – –
VVP
96
Venture Visionary Partners
Ohio
$204K +$205K +8,525 New
MA
97
MONECO Advisors
Connecticut
$203K +$1.42K +59 +0.7%
AG
98
AmeriFlex Group
Nevada
$203K +$205K +8,500 New
LNWWM
99
Laird Norton Wetherby Wealth Management
California
$201K – – –
BRWA
100
B. Riley Wealth Advisors
Florida
$200K -$17.7K -734 -8%
2 3
4
5 6

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.