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EOS

Eaton Vance Enhance Equity Income Fund II
EOS

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: 1 → 2 (+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: 136 → 137 (+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
–

Top Buyers

1
Invesco
Invesco
Georgia
+$3.69M
2
WAM
Wolverine Asset Management
Illinois
+$2.83M
3
LCM
Landscape Capital Management
New Jersey
+$2.37M
4
1CP
1607 Capital Partners
Virginia
+$2.13M
5
SFS
Shaker Financial Services
Virginia
+$1.82M

Top Sellers

1
CIA
Concurrent Investment Advisors
Florida
-$4.56M
2
Cohen & Steers
Cohen & Steers
New York
-$1.9M
3
AAM
Advisors Asset Management
Colorado
-$1.25M
4
AFG
Atomi Financial Group
New York
-$690K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$555K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.6M +$265K +11,411 +0.9%
Bank of America
2
Bank of America
North Carolina
$28.2M -$179K -7,716 -0.6%
GC
3
Guggenheim Capital
Illinois
$18.5M +$653K +28,169 +4%
Invesco
4
Invesco
Georgia
$17.1M +$3.69M +159,111 +28%
Wells Fargo
5
Wells Fargo
California
$16.8M +$812K +35,033 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$16M +$318K +13,728 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$15.2M -$61.8K -2,664 -0.4%
UBS Group
8
UBS Group
Switzerland
$10.3M +$1.72M +74,161 +20%
LPL Financial
9
LPL Financial
California
$9.59M +$317K +13,666 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.85M -$302K -13,040 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.2M +$1.02M +44,169 +14%
AAM
12
Advisors Asset Management
Colorado
$5.03M -$1.25M -54,043 -20%
SFS
13
Shaker Financial Services
Virginia
$4.33M +$1.82M +78,443 +74%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.01M +$99.4K +4,289 +3%
WAM
15
Wolverine Asset Management
Illinois
$3.81M +$2.83M +122,021 +299%
CWIG
16
Chung Wu Investment Group
Texas
$3.71M -$48.2K -2,080 -1%
LFG
17
Larson Financial Group
Missouri
$3.22M -$58.1K -2,507 -2%
JCFM
18
JBR Co Financial Management
Oklahoma
$3.2M -$36K -1,555 -1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$2.81M +$228K +9,822 +9%
Ameriprise
20
Ameriprise
Minnesota
$2.77M +$66.4K +2,863 +2%
FAOAI
21
Fund Advisors of America Inc
Florida
$2.54M +$2.52M +108,561 New
LCM
22
Landscape Capital Management
New Jersey
$2.4M +$2.37M +102,434 New
1CP
23
1607 Capital Partners
Virginia
$2.15M +$2.13M +92,033 New
Cohen & Steers
24
Cohen & Steers
New York
$2.09M -$1.9M -82,000 -48%
SS
25
Sunbelt Securities
Texas
$2.05M -$255K -11,011 -11%
1
2 3 4 5

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.