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EOS

Eaton Vance Enhance Equity Income Fund II

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: 129136 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30M -$539K -22,379 -2%
Bank of America
2
Bank of America
North Carolina
$29M -$4.01M -166,697 -12%
GC
3
Guggenheim Capital
Illinois
$18.3M -$1.34M -55,844 -7%
Wells Fargo
4
Wells Fargo
California
$16.4M +$648K +26,902 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$16M +$450K +18,692 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.5M +$48.9K +2,032 +0.3%
Invesco
7
Invesco
Georgia
$13.6M +$166K +6,904 +1%
LPL Financial
8
LPL Financial
California
$9.47M +$326K +13,537 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.36M +$458K +19,034 +5%
UBS Group
10
UBS Group
Switzerland
$8.76M +$1.06M +43,929 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.33M +$252K +10,462 +4%
AAM
12
Advisors Asset Management
Colorado
$6.43M -$3.14M -130,607 -33%
CIA
13
Concurrent Investment Advisors
Florida
$4.56M -$273K -11,331 -6%
Cohen & Steers
14
Cohen & Steers
New York
$4.1M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.99M +$174K +7,218 +5%
CWIG
16
Chung Wu Investment Group
Texas
$3.85M -$109K -4,540 -3%
LFG
17
Larson Financial Group
Missouri
$3.35M +$127K +5,261 +4%
JCFM
18
JBR Co Financial Management
Oklahoma
$3.31M +$46.2K +1,918 +1%
Ameriprise
19
Ameriprise
Minnesota
$2.76M +$51.5K +2,140 +2%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$2.63M +$136K +5,663 +5%
SFS
21
Shaker Financial Services
Virginia
$2.55M +$1.38M +57,377 +117%
SS
22
Sunbelt Securities
Texas
$2.35M -$213K -8,844 -8%
RBFC
23
Roman Butler Fullerton & Co
Missouri
$1.9M +$26.9K +1,116 +1%
PFO
24
PMG Family Office
Texas
$1.86M +$1.87M +77,615 New
GAA
25
Global Assets Advisory
Florida
$1.62M +$386K +16,027 +31%

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.