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EOT

Eaton Vance National Municipal Opportunities Trust

47 hedge funds and large institutions have $50.9M invested in Eaton Vance National Municipal Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 4647 (+1)

0.29% less ownership

Funds ownership: 20.34%20.05% (-0.29%)

4% less capital invested

Capital invested by funds: $53M → $50.9M (-$2.06M)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% 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
12
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$9.51M -$165K -10,139 -2%
Raymond James Financial
2
Raymond James Financial
Florida
$5.58M +$1.91M +117,282 +52%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.46M +$573K +35,153 +12%
GC
4
Guggenheim Capital
Illinois
$4.7M +$119K +7,320 +3%
UBS Group
5
UBS Group
Switzerland
$3.92M -$1.52M -93,287 -28%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$3.7M +$456K +27,943 +14%
Morgan Stanley
7
Morgan Stanley
New York
$1.92M -$683K -41,864 -26%
VanEck Associates
8
VanEck Associates
New York
$1.56M +$16.9K +1,038 +1%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$1.46M
Bank of America
10
Bank of America
North Carolina
$1.41M -$56.6K -3,468 -4%
MWM
11
Melfa Wealth Management
Massachusetts
$1.4M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.31M -$5.09K -312 -0.4%
Wells Fargo
13
Wells Fargo
California
$975K +$46.7K +2,864 +5%
LPL Financial
14
LPL Financial
California
$954K +$27.9K +1,712 +3%
LFS
15
Legacy Financial Strategies
Kansas
$496K -$28.4K -1,741 -5%
CIA
16
Concurrent Investment Advisors
Florida
$431K +$143K +8,765 +49%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$425K -$52.5K -3,217 -11%
Ameriprise
18
Ameriprise
Minnesota
$376K -$75.9K -4,652 -17%
NA
19
NewEdge Advisors
Louisiana
$368K +$97.9K +6,000 +36%
BEI
20
Benjamin Edwards Inc
Missouri
$366K +$159K +9,766 +76%
KMWM
21
Keudell/Morrison Wealth Management
Oregon
$355K +$183K +11,201 +105%
FAM
22
Formidable Asset Management
Ohio
$351K
RIA
23
Regal Investment Advisors
Michigan
$349K +$350K +21,467 New
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$329K
AIM
25
AHL Investment Management
Florida
$325K -$1.44M -88,176 -82%

EOT Hedge Fund Activity: Q2 2025 in Review

47 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q2 2025, worth a combined $50.9M — down 3.9% from $53M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EOT positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $1.91M. The largest seller was UBS Group, cutting an estimated $1.52M.

  • 47 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q2 2025, up from 46 in Q1 2025.
  • Funds reported $50.9M of Eaton Vance National Municipal Opportunities Trust stock for Q2 2025, down 3.9% quarter-over-quarter.
  • 7 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q2 2025 and 5 closed out, a net change of +2 holders.
  • The largest Eaton Vance National Municipal Opportunities Trust buyer in Q2 2025 was Raymond James Financial, an estimated $1.91M added.
  • The largest Eaton Vance National Municipal Opportunities Trust seller in Q2 2025 was UBS Group, an estimated $1.52M sold.

Based on aggregated 13F filings for Q2 2025.