We are live on ! Find out more
EOS

Eaton Vance Enhance Equity Income Fund II

128 hedge funds and large institutions have $218M invested in Eaton Vance Enhance Equity Income Fund II in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

5% more funds holding

Funds holding: 122128 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 19.6%19.56% (-0.03%)

11% less capital invested

Capital invested by funds: $246M → $218M (-$27.9M)

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
41
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
American Capital Advisory
Idaho
$57.5K
CPG
102
Cornerstone Planning Group
New Jersey
$50.4K -$817 -35 -1%
EWA
103
EverSource Wealth Advisors
Alabama
$45.5K -$1.05K -45 -2%
KTC
104
Kentucky Trust Company
Kentucky
$38K
BFPW
105
BOK Financial Private Wealth
Colorado
$35.9K
MAM
106
Marquette Asset Management
Minnesota
$31.6K
BF
107
BOK Financial
Oklahoma
$31.6K +$933 +40 +3%
MA
108
MCF Advisors
Kentucky
$30.1K
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$28.5K
CB
110
CNB Bank
Pennsylvania
$23.8K
FGA
111
Fortis Group Advisors
New Jersey
$21.1K
CAL
112
Capital Analysts LLC
Pennsylvania
$21K -$2.47K -106 -10%
CHC
113
City Holding Co
West Virginia
$20.2K
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$18.5K +$23.3K +1,000 New
PWA
115
Physician Wealth Advisors
Utah
$17.3K
CAM
116
Creekmur Asset Management
Illinois
$15.8K +$350 +15 +2%
EB
117
Eastern Bank
Massachusetts
$12.7K
PCM
118
Perritt Capital Management
Illinois
$12.7K +$14K +600 New
JP Morgan Chase
119
JP Morgan Chase
New York
$11.8K +$8.19K +351 +168%
OP
120
ORG Partners
Indiana
$10.6K
PSB
121
Piscataqua Savings Bank
New Hampshire
$8.65K
FAM
122
Flaharty Asset Management
Florida
$8.44K +$9.33K +400 New
FFL
123
Financial Freedom LLC
Ohio
$5.44K
FFA
124
Farther Finance Advisors
California
$3.51K
PMFA
125
Plante Moran Financial Advisors
Michigan
$3.48K

EOS Hedge Fund Activity: Q1 2025 in Review

128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q1 2025, worth a combined $218M — down 11% from $246M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EOS positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Global Assets Advisory, adding an estimated $2.32M. The largest seller was Invesco, cutting an estimated $2.9M.

  • 128 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q1 2025, up from 122 in Q4 2024.
  • Funds reported $218M of Eaton Vance Enhance Equity Income Fund II stock for Q1 2025, down 11% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q1 2025 and 11 closed out, a net change of +7 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q1 2025 was Global Assets Advisory, an estimated $2.32M added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q1 2025 was Invesco, an estimated $2.9M sold.

Based on aggregated 13F filings for Q1 2025.