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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
WANY
101
Wealthspire Advisors (New York)
New York
$192K +$193K +8,019 New
GWSG
102
GPS Wealth Strategies Group
Colorado
$167K – – –
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$153K +$2.17K +90 +1%
AF
104
Allworth Financial
California
$148K – – –
HI
105
Harbour Investments
Wisconsin
$104K +$1.93K +80 +2%
CCMW
106
Cypress Capital Management (Wyoming)
Wyoming
$85K – – –
Bessemer Group
107
Bessemer Group
New Jersey
$84K +$84.3K +3,500 New
FGAM
108
Financial Gravity Asset Management
Texas
$72.6K +$73K +3,033 New
CFS
109
CGC Financial Services
Oregon
$71.8K – – –
FFWM
110
Future Financial Wealth Management
Ohio
$71.8K – – –
WTA
111
Washington Trust Advisors
Massachusetts
$71K – – –
ACA
112
American Capital Advisory
Idaho
$65.2K – – –
CPG
113
Cornerstone Planning Group
New Jersey
$61.3K +$770 +32 +1%
CHC
114
City Holding Co
West Virginia
$54.9K +$32.1K +1,333 +139%
KTC
115
Kentucky Trust Company
Kentucky
$53.2K +$10.2K +425 +24%
EWA
116
EverSource Wealth Advisors
Alabama
$47.9K – – –
GWM
117
Geneos Wealth Management
Colorado
$42.1K – – –
BF
118
BOK Financial
Oklahoma
$35.9K – – –
MAM
119
Marquette Asset Management
Minnesota
$35.9K – – –
MA
120
MCF Advisors
Kentucky
$34.1K – – –
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$32.4K – – –
CB
122
CNB Bank
Pennsylvania
$27K – – –
AAG
123
Armstrong Advisory Group
Massachusetts
$24.5K +$481 +20 +2%
FGA
124
Fortis Group Advisors
New Jersey
$23.9K – – –
PWA
125
Physician Wealth Advisors
Utah
$19.6K – – –
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.