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EOT

Eaton Vance National Municipal Opportunities Trust

46 hedge funds and large institutions have $53M invested in Eaton Vance National Municipal Opportunities Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

13% more capital invested

Capital invested by funds: $47M → $53M (+$5.97M)

2.08% more ownership

Funds ownership: 18.26%20.34% (+2.1%)

4% less funds holding

Funds holding: 4846 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$265K
AA
27
Ancora Advisors
Ohio
$241K
Baird Financial Group
28
Baird Financial Group
Wisconsin
$240K +$242K +14,405 New
SIMG
29
Sonora Investment Management Group
Arizona
$225K
LCM
30
Landscape Capital Management
New Jersey
$223K +$225K +13,370 New
BEI
31
Benjamin Edwards Inc
Missouri
$213K -$42.6K -2,534 -17%
RAM
32
Readystate Asset Management
Illinois
$202K +$204K +12,146 New
Creative Planning
33
Creative Planning
Kansas
$198K
KMWM
34
Keudell/Morrison Wealth Management
Oregon
$177K -$21K -1,250 -11%
SA
35
Sanctuary Advisors
Indiana
$175K
PFS
36
Prospera Financial Services
Texas
$167K -$27.7K -1,650 -14%
MA
37
Mutual Advisors
Nebraska
$164K
NWMP
38
Noble Wealth Management PBC
Colorado
$125K +$25.2K +1,500 +25%
RIL
39
Rothschild Investment LLC
Illinois
$113K
MFC
40
Mechanics Financial Corp
Ohio
$83.3K
Osaic Holdings
41
Osaic Holdings
Arizona
$65.1K +$32K +1,907 +95%
PTC
42
Private Trust Company
Ohio
$50K -$33.6K -2,000 -40%
SPIA
43
Steward Partners Investment Advisory
New York
$47.3K +$2.59K +154 +6%
HNB
44
Huntington National Bank
Ohio
$41.6K
FFA
45
Farther Finance Advisors
California
$16.8K +$16.8K +1,000 New
OWP
46
ORG Wealth Partners
Texas
$10.3K
WSFS
47
Wilmington Savings Fund Society
Delaware
$10K
Nomura Holdings
48
Nomura Holdings
Japan
-$386K -23,448 Closed
LSC
49
Logan Stone Capital
Illinois
-$287K -17,453 Closed
TNBTD
50
Trustmark National Bank Trust Department
Mississippi
-$207K -12,600 Closed

EOT Hedge Fund Activity: Q1 2025 in Review

46 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2025, worth a combined $53M — up 13% from $47M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EOT and 7 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 18 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.92M. The largest seller was Nomura Holdings, exiting entirely with an estimated $386K sold.

  • 46 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2025, down from 48 in Q4 2024.
  • Funds reported $53M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2025, up 13% quarter-over-quarter.
  • 7 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2025 was Hennion & Walsh Asset Management, an estimated $1.92M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2025 was Nomura Holdings, an estimated $386K sold.

Based on aggregated 13F filings for Q1 2025.