We are live on ! Find out more
EOS

Eaton Vance Enhance Equity Income Fund II

124 hedge funds and large institutions have $226M invested in Eaton Vance Enhance Equity Income Fund II in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

0.75% less ownership

Funds ownership: 21.56%20.81% (-0.75%)

9% less funds holding

Funds holding: 137124 (-13)

15% less capital invested

Capital invested by funds: $267M → $226M (-$41.2M)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
124
Holders Change
-13
Holders Change %
-9.49%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
48
Reduced
34
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$258K +$460 +21 +0.2%
DE
77
Diversified Enterprises
Delaware
$254K +$943 +43 +0.3%
BCA
78
Bay Colony Advisors
Massachusetts
$250K -$3.09K -141 -1%
PWM
79
Perigon Wealth Management
California
$247K -$2.3K -105 -0.9%
WE
80
Wealth Effects
Massachusetts
$228K +$46.8K +2,135 +24%
Mariner
81
Mariner
Kansas
$219K
AWG
82
Altus Wealth Group
Colorado
$218K -$9.56K -436 -4%
SWM
83
Spire Wealth Management
Virginia
$218K +$5.46K +249 +2%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$217K
SDAM
85
Shulman DeMeo Asset Management
New York
$216K -$52.6K -2,398 -19%
BH
86
Burk Holdings
Oklahoma
$210K
WB
87
WesBanco Bank
West Virginia
$210K +$9.32K +425 +4%
BRWA
88
B. Riley Wealth Advisors
Florida
$208K +$234K +10,694 New
SWM
89
Stockman Wealth Management
Montana
$205K
US Bancorp
90
US Bancorp
Minnesota
$201K
ASN
91
Advisory Services Network
Georgia
$191K
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$152K +$17.5K +798 +12%
HI
93
Harbour Investments
Wisconsin
$148K +$30.8K +1,406 +24%
AIM
94
Axiom Investment Management
New York
$124K +$133K +6,074 New
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$117K +$95.3K +4,349 +322%
AF
96
Allworth Financial
California
$94K -$28.5K -1,300 -22%
HIA
97
Harbor Investment Advisory
Maryland
$77.7K
AG
98
AmeriFlex Group
Nevada
$72.6K
CCMW
99
Cypress Capital Management (Wyoming)
Wyoming
$72.6K
FGAM
100
Financial Gravity Asset Management
Texas
$62.1K