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EOS

Eaton Vance Enhance Equity Income Fund II

129 hedge funds and large institutions have $257M invested in Eaton Vance Enhance Equity Income Fund II in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

18% more capital invested

Capital invested by funds: $218M → $257M (+$39.5M)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 128129 (+1)

0.49% more ownership

Funds ownership: 19.56%20.06% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
41
Reduced
34
Closed
14
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
$33.4M +$191K +8,681 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$30.9M +$577K +26,176 +2%
GC
3
Guggenheim Capital
Illinois
$19.8M -$1.49M -67,700 -8%
Wells Fargo
4
Wells Fargo
California
$15.9M +$661K +29,969 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$15.8M +$634K +28,738 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.7M +$8.66M +392,763 +154%
Invesco
7
Invesco
Georgia
$13.6M +$753K +34,128 +6%
AAM
8
Advisors Asset Management
Colorado
$9.67M -$208K -9,414 -2%
LPL Financial
9
LPL Financial
California
$9.26M -$217K -9,826 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.01M +$310K +14,037 +4%
UBS Group
11
UBS Group
Switzerland
$7.8M -$615K -27,900 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.16M +$653K +29,617 +11%
CIA
13
Concurrent Investment Advisors
Florida
$4.89M -$77.4K -3,511 -2%
Cohen & Steers
14
Cohen & Steers
New York
$4.15M +$154K +7,000 +4%
CWIG
15
Chung Wu Investment Group
Texas
$4M -$35.3K -1,600 -1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.87M +$96.1K +4,355 +3%
JCFM
17
JBR Co Financial Management
Oklahoma
$3.31M -$38.2K -1,734 -1%
LFG
18
Larson Financial Group
Missouri
$3.26M +$183K +8,278 +7%
Ameriprise
19
Ameriprise
Minnesota
$2.73M -$737K -33,429 -23%
SS
20
Sunbelt Securities
Texas
$2.57M -$210K -9,514 -8%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.53M +$52.2K +2,367 +2%
RBFC
22
Roman Butler Fullerton & Co
Missouri
$1.9M -$904 -41 -0.1%
Stifel Financial
23
Stifel Financial
Missouri
$1.33M -$46.9K -2,126 -4%
GAA
24
Global Assets Advisory
Florida
$1.24M -$2.2M -99,869 -66%
SFS
25
Shaker Financial Services
Virginia
$1.19M +$213K +9,665 +24%

EOS Hedge Fund Activity: Q2 2025 in Review

129 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhance Equity Income Fund II (EOS) for Q2 2025, worth a combined $257M — up 18% from $218M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EOS positions and 14 closed out — a net gain of 2 holders — while 41 added to existing stakes and 34 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.66M. The largest seller was Global Assets Advisory, cutting an estimated $2.2M.

  • 129 institutional investors held Eaton Vance Enhance Equity Income Fund II (EOS) as of Q2 2025, up from 128 in Q1 2025.
  • Funds reported $257M of Eaton Vance Enhance Equity Income Fund II stock for Q2 2025, up 18% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Enhance Equity Income Fund II positions in Q2 2025 and 14 closed out, a net change of +2 holders.
  • The largest Eaton Vance Enhance Equity Income Fund II buyer in Q2 2025 was Osaic Holdings, an estimated $8.66M added.
  • The largest Eaton Vance Enhance Equity Income Fund II seller in Q2 2025 was Global Assets Advisory, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2025.