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EOS

Eaton Vance Enhance Equity Income Fund II
EOS

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: 122 → 128 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
+$2.32M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.38M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.36M
4
Ameriprise
Ameriprise
Minnesota
+$971K
5
Jane Street
Jane Street
New York
+$893K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.9M
2
KIM
Karpus Investment Management
New York
-$2.24M
3
Bank of America
Bank of America
North Carolina
-$1.85M
4
Cohen & Steers
Cohen & Steers
New York
-$1.46M
5
Morgan Stanley
Morgan Stanley
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
126
MAI Capital Management
Ohio
$2.11K – – –
AssetMark Inc
127
AssetMark Inc
California
$928 – – –
KIG
128
Kessler Investment Group
Indiana
$312 – – –
KIM
129
Karpus Investment Management
New York
– -$2.24M -93,419 Closed
CFGS
130
Concourse Financial Group Securities
Alabama
– -$1.61M -65,857 Closed
1CP
131
1607 Capital Partners
Virginia
– -$680K -28,410 Closed
EP
132
Essential Planning
New Hampshire
– -$347K -15,456 Closed
AWM
133
Apollon Wealth Management
South Carolina
– -$239K -9,970 Closed
HIG
134
Heritage Investment Group
Florida
– -$235K -9,800 Closed
TCA
135
Transcend Capital Advisors
New Jersey
– -$217K -9,078 Closed
CBT
136
CoreFirst Bank & Trust
Kansas
– -$43.1K -1,799 Closed
T
137
Transce3nd
Texas
– -$9.32K -389 Closed
RA
138
Ransom Advisory
Rhode Island
– -$7.18K -300 Closed
Fidelity Investments
139
Fidelity Investments
Massachusetts
– -$24 -1 Closed
2 3 4 5
6

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.