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EOS

Eaton Vance Enhance Equity Income Fund II

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: 122128 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$28.9M -$1.85M -79,225 -5%
Morgan Stanley
2
Morgan Stanley
New York
$26.4M -$1.08M -46,145 -4%
GC
3
Guggenheim Capital
Illinois
$18.7M +$93.1K +3,990 +0.5%
Wells Fargo
4
Wells Fargo
California
$13.2M +$235K +10,065 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$13.1M +$88K +3,771 +0.6%
Invesco
6
Invesco
Georgia
$11.2M -$2.9M -124,293 -19%
AAM
7
Advisors Asset Management
Colorado
$8.62M -$364K -15,608 -4%
LPL Financial
8
LPL Financial
California
$8.27M +$246K +10,560 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.56M +$1.36M +58,435 +19%
UBS Group
10
UBS Group
Switzerland
$7.39M +$511K +21,881 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.62M -$117K -5,014 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.39M +$1.38M +59,284 +30%
CIA
13
Concurrent Investment Advisors
Florida
$4.33M +$291K +12,463 +6%
Ameriprise
14
Ameriprise
Minnesota
$4.31M +$971K +41,624 +40%
CWIG
15
Chung Wu Investment Group
Texas
$3.52M
Cohen & Steers
16
Cohen & Steers
New York
$3.47M -$1.46M -62,559 -28%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.28M -$431K -18,480 -11%
GAA
18
Global Assets Advisory
Florida
$3.04M +$2.32M +99,570 +192%
JCFM
19
JBR Co Financial Management
Oklahoma
$2.92M +$597K +25,599 +23%
LFG
20
Larson Financial Group
Missouri
$2.67M +$172K +7,363 +6%
SS
21
Sunbelt Securities
Texas
$2.46M +$222K +9,514 +9%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.15M +$38.5K +1,648 +2%
RBFC
23
Roman Butler Fullerton & Co
Missouri
$1.6M +$25.4K +1,089 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.39M -$18.6K -797 -1%
Stifel Financial
25
Stifel Financial
Missouri
$1.2M -$171K -7,336 -11%

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.