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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
CAM
126
Creekmur Asset Management
Illinois
$18.7K +$337 +14 +2%
OP
127
ORG Partners
Indiana
$12K – – –
JP Morgan Chase
128
JP Morgan Chase
New York
$10.5K – – –
PSB
129
Piscataqua Savings Bank
New Hampshire
$9.81K – – –
RA
130
Ransom Advisory
Rhode Island
$7.18K – – –
CBT
131
CoreFirst Bank & Trust
Kansas
$7.16K – – –
FFL
132
Financial Freedom LLC
Ohio
$6.17K – – –
FFA
133
Farther Finance Advisors
California
$3.97K – – –
PMFA
134
Plante Moran Financial Advisors
Michigan
$3.95K – – –
HWP
135
Highline Wealth Partners
California
$2.99K +$3.01K +125 New
MCM
136
MAI Capital Management
Ohio
$2.39K – – –
KA
137
Kovack Advisors
Florida
– -$528K -21,816 Closed
SWP
138
Semus Wealth Partners
Florida
– -$270K -11,159 Closed
GSIAS
139
Garden State Investment Advisory Services
New Jersey
– -$236K -9,734 Closed
TSMHT
140
Thurston Springer Miller Herd & Titak
Indiana
– -$131K -5,423 Closed
BFPW
141
BOK Financial Private Wealth
Colorado
– -$41.2K -1,700 Closed
AssetMark Inc
142
AssetMark Inc
California
– -$1.06K -44 Closed
KIG
143
Kessler Investment Group
Indiana
– -$358 -14 Closed
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.