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EOS

Eaton Vance Enhance Equity Income Fund II

137 hedge funds and large institutions have $267M invested in Eaton Vance Enhance Equity Income Fund II in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 30

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1.35% more ownership

Funds ownership: 20.21%21.56% (+1.4%)

4% more capital invested

Capital invested by funds: $256M → $267M (+$11.2M)

1% more funds holding

Funds holding: 136137 (+1)

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
17
Increased
49
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
126
Physician Wealth Advisors
Utah
$19.2K
GWSA
127
Global Wealth Strategies & Associates
Colorado
$14.6K +$14.5K +625 New
OP
128
ORG Partners
Indiana
$11.7K
AAP
129
Arax Advisory Partners
Colorado
$11.7K +$11.6K +500 New
JP Morgan Chase
130
JP Morgan Chase
New York
$10.3K
PSB
131
Piscataqua Savings Bank
New Hampshire
$9.59K
RA
132
Ransom Advisory
Rhode Island
$7.02K
CBT
133
CoreFirst Bank & Trust
Kansas
$7K
TRCT
134
Tower Research Capital (TRC)
New York
$5.69K +$5.63K +243 New
PMFA
135
Plante Moran Financial Advisors
Michigan
$3.86K
HWP
136
Highline Wealth Partners
California
$2.93K
MCM
137
MAI Capital Management
Ohio
$2.34K
CIA
138
Concurrent Investment Advisors
Florida
-$4.56M -190,501 Closed
AFG
139
Atomi Financial Group
New York
-$690K -28,852 Closed
Balyasny Asset Management
140
Balyasny Asset Management
Illinois
-$555K -23,200 Closed
IAIM
141
International Assets Investment Management
Florida
-$531K -22,060 Closed
HF
142
HRT Financial
New York
-$292K -12,222 Closed
AWAG
143
ARS Wealth Advisors Group
Florida
-$257K -10,750 Closed
WWA
144
WCG Wealth Advisors
Nevada
-$242K -10,100 Closed
VVP
145
Venture Visionary Partners
Ohio
-$204K -8,525 Closed
MA
146
MONECO Advisors
Connecticut
-$203K -8,503 Closed
BRWA
147
B. Riley Wealth Advisors
Florida
-$200K -8,358 Closed
WANY
148
Wealthspire Advisors (New York)
New York
-$192K -8,019 Closed
GWSG
149
GPS Wealth Strategies Group
Colorado
-$167K -6,960 Closed
FFWM
150
Future Financial Wealth Management
Ohio
-$71.8K -3,000 Closed

EOS Hedge Fund Activity: Q4 2025 in Review

137 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q4 2025, worth a combined $267M — up 4.4% from $256M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EOS positions and 14 closed out — a net gain of 3 holders — while 49 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $3.69M. The largest seller was Concurrent Investment Advisors, exiting entirely with an estimated $4.56M sold.

  • 137 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q4 2025, up from 136 in Q3 2025.
  • Funds reported $267M of Eaton Vance Enhance Equity Income Fund II stock for Q4 2025, up 4.4% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q4 2025 and 14 closed out, a net change of +3 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q4 2025 was Invesco, an estimated $3.69M added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q4 2025 was Concurrent Investment Advisors, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2025.