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EOS

Eaton Vance Enhance Equity Income Fund II
EOS

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: 1 → 2 (+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: 136 → 137 (+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
–

Top Buyers

1
Invesco
Invesco
Georgia
+$3.69M
2
WAM
Wolverine Asset Management
Illinois
+$2.83M
3
LCM
Landscape Capital Management
New Jersey
+$2.37M
4
1CP
1607 Capital Partners
Virginia
+$2.13M
5
SFS
Shaker Financial Services
Virginia
+$1.82M

Top Sellers

1
CIA
Concurrent Investment Advisors
Florida
-$4.56M
2
Cohen & Steers
Cohen & Steers
New York
-$1.9M
3
AAM
Advisors Asset Management
Colorado
-$1.25M
4
AFG
Atomi Financial Group
New York
-$690K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$555K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$295K +$1.11K +48 +0.4%
CC
77
Commons Capital
Massachusetts
$292K -$18.3K -790 -6%
DE
78
Diversified Enterprises
Delaware
$289K +$927 +40 +0.3%
BCA
79
Bay Colony Advisors
Massachusetts
$289K +$185 +8 +0.1%
PWM
80
Perigon Wealth Management
California
$285K -$626 -27 -0.2%
SAW
81
Signal Advisors Wealth
Michigan
$265K +$23.2K +1,000 +10%
SRS
82
Strong Retirement Solutions
Washington
$265K +$262K +11,322 New
AWG
83
Altus Wealth Group
Colorado
$260K -$39.8K -1,719 -13%
Mariner
84
Mariner
Kansas
$251K -$44.6K -1,926 -15%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$248K – – –
SWM
86
Spire Wealth Management
Virginia
$243K -$2.41K -104 -1%
BH
87
Burk Holdings
Oklahoma
$241K -$24.3K -1,049 -9%
SWM
88
Stockman Wealth Management
Montana
$234K – – –
US Bancorp
89
US Bancorp
Minnesota
$230K – – –
WB
90
WesBanco Bank
West Virginia
$230K – – –
ASN
91
Advisory Services Network
Georgia
$219K – – –
TCM
92
Traynor Capital Management
Pennsylvania
$218K -$35.2K -1,518 -14%
GSIAS
93
Garden State Investment Advisory Services
New Jersey
$214K +$212K +9,131 New
MYIA
94
Mount Yale Investment Advisors
Colorado
$213K – – –
VAS
95
Vestmark Advisory Solutions
Massachusetts
$213K +$210K +9,078 New
AWM
96
Apollon Wealth Management
South Carolina
$212K – – –
WE
97
Wealth Effects
Massachusetts
$211K – – –
IF
98
Intrua Financial
Texas
$209K +$207K +8,944 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$201K – – –
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$155K +$5.31K +229 +4%
2 3
4
5 6

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.