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EOS

Eaton Vance Enhance Equity Income Fund II
EOS

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: 2 → 3 (+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: 137 → 124 (-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
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.42M
2
SFS
Shaker Financial Services
Virginia
+$1.99M
3
WAM
Wolverine Asset Management
Illinois
+$1.8M
4
Wells Fargo
Wells Fargo
California
+$1.09M
5
Cohen & Steers
Cohen & Steers
New York
+$877K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.61M
2
AAM
Advisors Asset Management
Colorado
-$1.8M
3
GAA
Global Assets Advisory
Florida
-$1.55M
4
Bank of America
Bank of America
North Carolina
-$1.53M
5
GC
Guggenheim Capital
Illinois
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
– -$436K -19,603 Closed
DWS
127
Discipline Wealth Solutions
South Carolina
– -$313K -13,391 Closed
SAW
128
Signal Advisors Wealth
Michigan
– -$265K -11,322 Closed
SRS
129
Strong Retirement Solutions
Washington
– -$265K -11,322 Closed
TCM
130
Traynor Capital Management
Pennsylvania
– -$218K -9,292 Closed
GSIAS
131
Garden State Investment Advisory Services
New Jersey
– -$214K -9,131 Closed
MYIA
132
Mount Yale Investment Advisors
Colorado
– -$213K -9,078 Closed
VAS
133
Vestmark Advisory Solutions
Massachusetts
– -$213K -9,078 Closed
AWM
134
Apollon Wealth Management
South Carolina
– -$212K -9,070 Closed
IF
135
Intrua Financial
Texas
– -$209K -8,944 Closed
Bessemer Group
136
Bessemer Group
New Jersey
– -$82K -3,500 Closed
MAM
137
Marquette Asset Management
Minnesota
– -$35.1K -1,500 Closed
SFG
138
Strive Financial Group
Indiana
– -$23.2K -991 Closed
GWSA
139
Global Wealth Strategies & Associates
Colorado
– -$14.6K -625 Closed
CBT
140
CoreFirst Bank & Trust
Kansas
– -$7K -299 Closed
TRCT
141
Tower Research Capital (TRC)
New York
– -$5.69K -243 Closed
PMFA
142
Plante Moran Financial Advisors
Michigan
– -$3.86K -165 Closed
2 3 4 5
6

EOS Hedge Fund Activity: Q1 2026 in Review

124 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q1 2026, worth a combined $226M — down 15% from $267M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EOS and 8 opened new positions — a net loss of 10 holders — while 34 trimmed existing stakes and 48 added.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $2.42M. The largest seller was Osaic Holdings, cutting an estimated $7.61M.

  • 124 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q1 2026, down from 137 in Q4 2025.
  • Funds reported $226M of Eaton Vance Enhance Equity Income Fund II stock for Q1 2026, down 15% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q1 2026 and 18 closed out, a net change of -10 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q1 2026 was Karpus Investment Management, an estimated $2.42M added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q1 2026 was Osaic Holdings, an estimated $7.61M sold.

Based on aggregated 13F filings for Q1 2026.